Darden Wealth Group fees and pricing
Financial planner in Ann Arbor, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Darden Wealth Group charges $400 an hour, a quarterly fee of $1,500-$25,000, and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Hourly We charge $400 an hour for hourly work.”
- Quarterly fee
- $1,500-$25,000/qtr
“The flat fee can range from $1,500 to $25,000 per quarter, depending on the complexity of planning needs and services required.”
- Annual fee
- $5,000/yr
“Minimum fee of $5,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Darden Wealth Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “However, payment by check can be arranged under special circumstances upon request.”
- “Fees are negotiable under special circumstances.”
- “Fees are paid in arrears via AdvicePay or check.”
How Darden Wealth Group’s fees compare
- Its hourly rate of $400 is above the Michigan median of $250. 85% of the 170 other Michigan planners that publish an hourly rate charge less.
- 9 of the 10 other planners in Ann Arbor that publish an hourly rate charge less.
- Its annual fee of $5,000 is below the Michigan median of $6,000. 32% of the 37 other Michigan planners that publish an annual fee charge less.
About Darden Wealth Group
“Additionally, specialized wealth management focus”
- Firm size: 5 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $200 minimum fee (stated in brochure)
- Clients
- 264
- Employees
- 5
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $379,556,400
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 294926
- Phone
- (734) 294-0100
Can advise clients in 12 states: Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Michigan, New Hampshire, New York, Ohio, Texas
Other planners in Ann Arbor that publish fees
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Arbor Trust Wealth Advisors, LLCAnn Arbor$200-$400/hr, $2,500-$5,000
- Boardwalk Wealth ManagementAnn Arbor$1,000-$3,000, $200-$2,500/qtr
- Coriander Financial Group LLCAnn Arbor$300/hr
- Geddi Capital LLCAnn Arbor$3-$50/mo
- Grand Street Wealth Management, LLCAnn Arbor$200/hr
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.