Financial Freedom House fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$60⁠-⁠$350/hr

“Portfolio Diagnostic Analysis and Portfolio Management Assistance Cygnet may charge a fixed fee or an hourly rate ranging from $60 to $350 per hour when providing Portfolio Diagnostic Analysis and Portfolio Management Assistance services.”

Quarterly fee

$1,000/qtr

“Fee for Investments Purchased as Part of a Funding Strategy for Planned Systematic and/or Future Potential Distributions (excluded from the fee schedules above) $1 per $1000 per quarter of the amount initially invested.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Financial Freedom House bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Accounts opened mid-quarter will be charged a prorated fee for the number of days from when the account was established on Cygnet’s management system and the end of the quarter.”
• “The account value used when computing the prorated fee is the value of the account when it was established plus any additions greater than $10,000.”
• “This prorated fee will be added to the first quarterly billing opportunity for the account.”

How Financial Freedom House’s fees compare

• Its hourly rate of $60-$350 spans the Michigan median of $250. 31% of the 170 other Michigan planners that publish an hourly rate charge less.

About Financial Freedom House

• Firm size: 10 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

523

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$212,902,407

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

123430

Website

financialfreedomhouse.com (opens in new tab)

Phone

(248) 673-2900

Can advise clients in 5 states: Florida, Michigan, North Carolina, Pennsylvania, Texas

Other planners in Waterford that publish fees

• Patterson AdvisorsWaterford$200/hr
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000

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