David McNeely
Darden Wealth Group · Ann Arbor, Michigan
David McNeely is a fee-only financial advisor at Darden Wealth Group in Ann Arbor, Michigan, who holds the CFA credential. David 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.
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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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI, TX · CRD 4852840 |
| Exams passed | Series 66 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.dardenwealth.com |
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Questions about David
Is David McNeely a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David's firm, Darden Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David McNeely based?
David McNeely is based in Ann Arbor, Michigan.
What does David specialize in?
David's specialties include tax planning, small business owners, estate & legacy planning and family wealth transfer. David works with multi-generational families and retirees.
What credentials does David McNeely hold?
David McNeely holds the CFA credential.
Is David McNeely registered with the SEC?
Yes. David McNeely is registered as an investment adviser representative in MI and TX (CRD 4852840), 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 David McNeely?
Through David'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.
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