Jeremy David
Little House Capital · Braintree, Massachusetts
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.
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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 | CFP |
| SEC registration | Investment adviser representative in MA · CRD 3207352 |
| Exams passed | Series 63 (1999) · Series 65 (2000) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | littlehousecapital.com |
| Profile |
How Jeremy'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 Jeremy
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.
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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