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Credentials
CFP®, AAMS®, CDFA®
Experience Industry experience
8 years
Location
Abiquiu, NM
The Tiny House Adviser
Independent
Total advisors
1Clients per advisor
13 TypicalAvg AUM per client
$563,214 TypicalHNW client ratio
8% TypicalSolo Women Finances
Laura Lynch, CFP® supports solo women as they integrate financial security with their personal values. Laura understands that financial decisions are about more than money. She helps women feel confident by serving as a thinking partner empowering their best life - whether in a van, tiny home, co-housing or right-sized space.
Coast Financial Independence
Laura Lynch, CFP® guides clients through the process of downsizing to create financial independence. She provides flat-fee limited-scope planning customized around the specifics of gap / travel income, career transition, tiny home finances and debt-free goals. Laura knows the deep change of being mortgage-free and offers a custom roadmap for this lifestyle.
Tiny House Retirement
Laura Lynch, CFP® helps retirees, already within the tiny home movement, achieve their specific planning goals. She includes (optional) investment management in a flat planning fee. She offers three values-aligned themes to choose from: traditional, structured and impact. Laura helps those intentionally leaving a smaller footprint, make a bigger impact.
The Tiny House Adviser LLC, Laura’s firm, is a fee-only fiduciary financial planning firm guiding others on the path to financial freedom through alternative and tiny living.
Based on The Tiny House Adviser
$4875+/engagement
$325+/mo
Abiquiu, NM
Abiquiu NM
Advisors at this office
1
Florida · New Mexico
8 years of industry experience
The Tiny House Adviser LLC
2023 - Present • 3 years
Myakka City, FL
Less House More Resilience Podcast
2023 - Present • 3 years
Myakka City, FL
Edward Jones
2017 - 2023 • 6 years
St Louis, MO
Tiny House Designs, LLC
2016 - 2019 • 3 years
Bradenton, FL
Bealls, Inc.
2013 - 2017 • 4 years
Bradenton, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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