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Aaron Andrew Cary

Investment Adviser Representative at Financial Freedom House

Waterford, MICRD #6087502Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aaron Andrew Cary is an investment adviser representative with Financial Freedom House in Waterford, MI, where they have been registered since 2013. They have worked in the securities industry since 2012 and were previously registered with Triad Advisors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Michigan.

Office

6515 Highland Rd, Suite 240
Waterford, MI 48327-1668

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/11/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 8/14/2012
SIE
Securities Industry Essentials Examination
Passed 10/12/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/3/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Financial Freedom HouseCurrent
1/2/2013 – Waterford, MI
Triad Advisors, Inc.
7/5/2012 – 10/12/2016Waterford, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. CYGNET FINANCIAL PLANNING, INC. (dba Financial Freedom House)
    Dec 2012 – no end date reportedWaterford, MI

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Financial Freedom House

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,000 (waivable)
Firm's annual rate schedule by assets
  • $0 - $49,9991.50%
  • $50,000 - $99,9991.35%
  • $100,000 - $249,9991.20%
  • $250,000 - $499,9991.00%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Fiduciary investment advice and financial planning for personal clients, businesses, and 401(k) plans, including index fund portfolios and financial education seminars and events.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingEducational Seminars and Workshops
Firm areas of expertise
Fiduciary AdviceFinancial PlanningIndex Fund Portfolios401(k) PlansBusiness Financial ServicesFinancial EducationCEFEX Certified

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
2
Main office:
Waterford, MI
Founded:
1983
SEC file number:
801-113800

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at Financial Freedom House

5 other advisors in the directory

View Financial Freedom House firm profile

Similar advisors in Waterford, MI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Andrew Cary has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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