Gary Aiken
Caveness Wealth Advisory · Rockville, Maryland
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
- High earners
- Mid-life transitions
- Divorced individuals
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 |
| Assets under management | $1.07B across 3,273 accounts |
| SEC registration | Investment adviser representative in MD, VA · CRD 5966206 |
| Exams passed | Series 65 (2022) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.cavenessadvisory.com |
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Questions about Gary
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Caveness Wealth Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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