Firm
Darden Wealth Group
Ann Arbor, Michigan
Fee-only
Darden Wealth Group at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFA.
- Its Form ADV reports 5 employees and 264 individual clients, 100 of them high net worth.
- Its average account is about $330,000 (assets it manages divided by its 1,151 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ann Arbor, Michigan |
|---|---|
| Website | dardenwealth.com |
| Phone | (734) 294-0100 |
Darden Wealth Group fees
Darden Wealth Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $380 million |
| Individual clients | 164 |
| High-net-worth clients | 100 |
| Accounts managed | 1,151 |
| Employees | 5 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-120167) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 294926 |