Andrea Russo
Darden Wealth Group · Ann Arbor, Michigan
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.
Request an introduction to Andrea →
Specialties
Who they serve
- Multi-generational families
- Retirees
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 |
| Assets under management | $379.6M across 1,151 accounts |
| SEC registration | Investment adviser representative in MI · CRD 4608837 |
| Exams passed | Series 63 (2003) · Series 65 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.dardenwealth.com |
How Andrea's firm compares
- Darden Wealth Group's average account is about $330,000, from its Form ADV (assets managed divided by 1,151 accounts).
Request an introduction to Andrea
Tell Andrea a little about what you're looking for. Andrea isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrea
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.
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
- Darden Wealth Group 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.
See something wrong? Request a correction. Read our methodology.