David Mullen
Little House Capital · Braintree, Massachusetts
David Mullen is a fee-only financial advisor at Little House Capital in Braintree, Massachusetts, who holds the CFA credential. David focuses on estate & legacy planning. Little House Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Little House Capital |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $675.2M across 722 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 7441905 |
| Exams passed | Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | littlehousecapital.com |
How David's firm compares
- Little House Capital's average account is about $935,000, from its Form ADV (assets managed divided by 722 accounts).
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Questions about David
Is David Mullen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Little House Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Little House Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Mullen based?
David Mullen is based in Braintree, Massachusetts.
What does David specialize in?
David's specialties include estate & legacy planning.
What credentials does David Mullen hold?
David Mullen holds the CFA credential.
Is David Mullen registered with the SEC?
Yes. David Mullen is registered as an investment adviser representative in MA (CRD 7441905), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Little House Capital manage?
Little House Capital reports $675.2M across 722 accounts in assets under management.
How do I contact David Mullen?
Through David's website, littlehousecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Little House Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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