# James Moise

> James Moise is a fee-only financial advisor at Little House Capital in Braintree, Massachusetts. James focuses on estate & legacy planning. Little House Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-moise/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Little House Capital
- **Based in:** Braintree, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $675.2M across 722 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 4969885 (https://adviserinfo.sec.gov/individual/summary/4969885)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2005), Series 65 (2021)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://littlehousecapital.com/

## Frequently asked questions

### Is James Moise a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, Little House Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Moise based?

James Moise is based in Braintree, Massachusetts.

### What does James specialize in?

James's specialties include estate & legacy planning.

### Is James Moise registered with the SEC?

Yes. James Moise is registered as an investment adviser representative in MA (CRD 4969885), 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 James Moise?

Through James's website, littlehousecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4969885): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://littlehousecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.