# Andrea Russo

> Andrea Russo is a fee-only financial advisor at Darden Wealth Group in Ann Arbor, Michigan. Andrea focuses on tax planning, small business owners and estate & legacy planning. Darden Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Darden Wealth Group
- **Based in:** Ann Arbor, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $379.6M across 1,151 accounts
- **Specialties:** Tax planning, Small business owners, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families, Retirees
- **CRD:** 4608837 (https://adviserinfo.sec.gov/individual/summary/4608837)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 63 (2003), Series 65 (2006)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.dardenwealth.com

## Frequently asked questions

### Is Andrea Russo a fee-only financial advisor?

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

### How does Andrea charge for financial advice?

Andrea's firm, Darden Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrea Russo based?

Andrea Russo is based in Ann Arbor, Michigan.

### What does Andrea specialize in?

Andrea's specialties include tax planning, small business owners, estate & legacy planning and family wealth transfer. Andrea works with multi-generational families and retirees.

### Is Andrea Russo registered with the SEC?

Yes. Andrea Russo is registered as an investment adviser representative in MI (CRD 4608837), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Darden Wealth Group manage?

Darden Wealth Group reports $379.6M across 1,151 accounts in assets under management.

### How do I contact Andrea Russo?

Through Andrea's website, www.dardenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4608837): 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://dardenwealth.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.