Darda Financial fees and pricing

Financial planner in Winston-salem, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Darda Financial charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “The billing rate for these services is $150 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The management fee will be prorated for any period of less than a quarter year, but a fee shall be due for each such quarter during any part of which Advisor is managing the Account.”
“Clients are presented with an engagement letter that describes the scope of the services to be rendered and the estimated fee to be billed.”

Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
None of the 4 other planners in Winston-salem that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2007 (19 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 257
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $29,598,063
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 130230
Website: dardafinancial.com (opens in new tab)
Phone: (336) 757-1222

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.