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FINANCIAL FREEDOM HOUSE
Legal name: CYGNET FINANCIAL PLANNING INC.
CRD 123430File 801-113800
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$212.9M
Below cohort median (national)
Discretionary AUM
$212.9M
Clients
533
533 accounts
Employees
10
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 9, 2018
- Principal office
- 6515 HIGHLAND RD, SUITE 240, WATERFORD, MI, 48327-1668
- Phone
- 248-673-2900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $212.9M
- Discretionary AUM
- $212.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 533
- Non-discretionary accounts
- 0
- Total accounts
- 533
- AUM per client
- $399K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $65.8M |
| Pension and profit sharing plans | 10 | $58.8M |
| Individuals (other than high net worth individuals) | 473 | $88.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.