SourcingSourcing

CYGNET FINANCIAL PLANNING INC.

B52
CRD 123430·SEC 801-113800·WATERFORD, MI
AUM
$212.9M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$639K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CYGNET FINANCIAL PLANNING INC.
CRD
123430
SEC file #
801-113800
EIN
—
DBA names
Financial Freedom House

Economics

AUM
$212.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$141.7M → $212.9M▲ +50%
Client mix
Individuals Other473
Individuals High Net Worth50
Pension Profit Sharing Plans10

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
WATERFORD MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
financialfreedomhouse.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAKKIDES, THEODORE, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LAKKIDES, THEODORE, NMN
CARY, AARON, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FINANCIALFREEDOMHOUSE.COM
Rdap Domain Creation Date
1999-12-29T04:46:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
59,491
Form 5500 Compensation Trajectory 3y
202559,491
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
59,491
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1981
Soi Zip Pct 200k Plus
0.0316
Soi Zip Returns 200k Plus
370
Soi Zip Total AGI
790,158
Fdic Zip Total Deposits
10,747,413,000
Fdic Zip Branch Count
217
Fdic Zip Top Banks
Comerica Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Fdic Zip Branches Raw
First Federal of MichiganWaterford, MI
First Federal of MichiganWaterford, MI
Fdic Zip HHI
1093.97
Fdic Zip Top Bank Share Pct
19.86
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-29T04:46:00Z
Rdap Domain Last Changed
2025-12-29T13:01:31Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI38,600
Returns3,220
Stub 2
AGI106,526
Returns2,880
Stub 3
AGI117,360
Returns1,910
Soi Zip Total Business Income
23,218
Soi Zip Total Cap Gains
12,345
Soi Zip Total Dividends
7,489
Soi Zip Total Returns
11,710
Top Owner CRD
733796
Trust Company Affiliate
No

People (6)

6
LAKKIDES, THEODORE, NMN
IAR · Direct Owner · 87.5%
733796
CARY, AARON, ANDREW
IAR · Executive Officer · 2.5%
6087502
LAKKIDES, BRIAN, STEPHEN
IAR · Executive Officer · 2.5%
2881927
JAMES C DENNY
IAR
4174753
BRIAN JAMES MCISAAC
IAR
3269825
DARWIN LEE MOORE
IAR
5809588