# Gary Aiken

> Gary Aiken is a fee-only financial advisor at Caveness Wealth Advisory in Rockville, Maryland. Gary focuses on retirement planning and divorce financial planning. Caveness Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gary-aiken/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Caveness Wealth Advisory
- **Based in:** Rockville, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.07B across 3,273 accounts
- **Specialties:** Retirement planning, Divorce financial planning
- **Works with:** Retirees, Pre-retirees, Executives, Founders, High earners, Mid-life transitions, Divorced individuals
- **CRD:** 5966206 (https://adviserinfo.sec.gov/individual/summary/5966206)
- **SEC registration:** Investment adviser representative in MD, VA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** https://www.cavenessadvisory.com

## Frequently asked questions

### Is Gary Aiken a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Caveness Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gary charge for financial advice?

Gary's firm, Caveness Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Gary charge?

According to Caveness Wealth Advisory's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Gary Aiken based?

Gary Aiken is based in Rockville, Maryland.

### What does Gary specialize in?

Gary's specialties include retirement planning and divorce financial planning. Gary works with retirees, pre-retirees, executives, founders and high earners.

### Is Gary Aiken registered with the SEC?

Yes. Gary Aiken is registered as an investment adviser representative in MD and VA (CRD 5966206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Caveness Wealth Advisory manage?

Caveness Wealth Advisory reports $1.07B across 3,273 accounts in assets under management.

### How do I contact Gary Aiken?

Through Gary's website, www.cavenessadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5966206): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cavenessadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.