Darden Wealth Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, business succession planning, education planning, estate planning, philanthropic planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
Darden Wealth Group reports 273 clients. They include 164 individual clients, 100 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 91.8% ($349M across 1,059 accounts) are managed with discretion; $31M across 92 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 20% |
| High-net-worth individuals | 37% | 71% |
| Charitable organizations | 1% | 8% |
| Corporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 164 | $75.9M | 20.0% | $463K |
| High-net-worth individuals | 100 | $269M | 71.0% | $2.69M |
| Charitable organizations | Fewer than 5 | $28.9M | 7.6% | $9.63M |
| Corporations and other businesses | 6 | $5.43M | 1.4% | $905K |
| Total | 273 | $380M | 100% | — |
- Clients
- 164
- Regulatory AUM
- $75.9M
- AUM share
- 20.0%
- Avg. per client
- $463K
- Clients
- 100
- Regulatory AUM
- $269M
- AUM share
- 71.0%
- Avg. per client
- $2.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $28.9M
- AUM share
- 7.6%
- Avg. per client
- $9.63M
- Clients
- 6
- Regulatory AUM
- $5.43M
- AUM share
- 1.4%
- Avg. per client
- $905K
Total
- Clients
- 273
- Regulatory AUM
- $380M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Darden Wealth Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Flat-fee planning
- Flat-fee financial planning ranges from $1,500 to $25,000 per quarter, depending on planning complexity.
- Hourly work
- Hourly work is billed at $400 an hour, including one-off financial plans and other services not offered otherwise.
- Pension consulting
- Pension consulting has a one-time set-up fee of $500 to $2,000 and a minimum fee of $5,000 a year.
- Tax analysis and preparation
- Tax analysis and data entry generally begin at $250; the independent CPA minimum for tax preparation and filing is $200.
Andrea Darden owns 75% or more of Darden Wealth Group. The leadership team of Darden Wealth Group includes President Andrea Darden. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Darden Wealth Group, Inc
Andrea Darden
Control person · since March 2018
Darden Wealth Group’s regulatory assets grew 2.8× from $134M (January 2021) to $380M (March 2026); clients rose from 153 to 273 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $380M | 273 | 5 | 1 |
| Feb 2025February 2025 | $302M | 275 | 5 | 1 |
| Mar 2024March 2024 | $250M | 265 | 5 | 1 |
| Jul 2023July 2023 | $212M | 238 | 5 | 1 |
| Jul 2022July 2022 | $166M | 178 | 5 | 1 |
| Jan 2021January 2021 | $134M | 153 | 4 | 2 |
Besides its headquarters, Darden Wealth Group has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 415 Detroit St., Ste 100, Ann ArborHQ
Contact and registration details
- Legal name
- Darden Wealth Group, Inc
- Headquarters
- 415 Detroit St., Ste 100, Ann Arbor, MI 48104
- Website
- dardenwealth.com
- Phone
- 734-294-0100
- @darden-wealth-group
- SEC file
- 801-120167
- Structure
- Michigan corporation
- Fiscal year end
- December
Darden Wealth Group’s named custodian for separately managed accounts is Fidelity ($313M). Darden Wealth Group has custody of $13.4M for 7 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $313M100%
At year end, Darden Wealth Group’s separately managed accounts were largely in stocks (43%) and funds (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $252M across 155 positions; the largest are Nvidia Corporation (13.6%), Micron Technology Inc. (6.4%) and Alphabet Inc. (5.0%).
What the accounts hold
- Stocks43%
- Funds38%
- Bonds9%
- Investment grade corporate bonds5%
- U.S. government and agency bonds4%
- Cash10%
How many clients does Darden Wealth Group have?
Darden Wealth Group has 273 clients and manages $380 million for them, as of March 2026. They include 164 individual clients, 100 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Darden Wealth Group offer?
Darden Wealth Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, business succession planning, education planning, estate planning, philanthropic planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Darden Wealth Group use?
Darden Wealth Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $313M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Darden Wealth Group have?
Darden Wealth Group has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Darden Wealth Group invest in?
At the end of its last fiscal year, Darden Wealth Group’s separately managed accounts held 43% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 5% investment grade corporate bonds and 4% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Darden Wealth Group?
Darden Wealth Group’s direct owner is Andrea Darden (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Darden Wealth Group get paid?
Darden Wealth Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Darden Wealth Group?
Darden Wealth Group’s main office is at 415 Detroit St., Ste 100, Ann Arbor, MI 48104. Its phone number is 734-294-0100. Its website is dardenwealth.com.