# Jeremy David

> Jeremy David is a fee-only financial advisor at Little House Capital in Braintree, Massachusetts, who holds the CFP credential. Jeremy 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/jeremy-david/
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
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **CRD:** 3207352 (https://adviserinfo.sec.gov/individual/summary/3207352)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1999), Series 65 (2000)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://littlehousecapital.com/

## Frequently asked questions

### Is Jeremy David a fee-only financial advisor?

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

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

### Where is Jeremy David based?

Jeremy David is based in Braintree, Massachusetts.

### What does Jeremy specialize in?

Jeremy's specialties include estate & legacy planning.

### What credentials does Jeremy David hold?

Jeremy David holds the CFP credential.

### Is Jeremy David registered with the SEC?

Yes. Jeremy David is registered as an investment adviser representative in MA (CRD 3207352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Little House Capital manage?

Little House Capital reports $675.2M across 722 accounts in assets under management.

### How do I contact Jeremy David?

Through Jeremy's website, littlehousecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3207352): 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.