Darda Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,637,949
Clients
257
Advisors
1
of 1 employees
About
Darda Financial provides portfolio management, comprehensive financial planning, accounting and tax services, life insurance, and business consulting for primarily individual clients and a subset of small businesses and non-profits. The firm offers written comprehensive financial plans, limited consultations, and ongoing discretionary management of client accounts.
Investment advice is implemented on a discretionary basis using a mix of fundamental and technical analysis across stocks, mutual funds, ETFs, bonds, and options, with strategy (active or passive) matched to client objectives and risk tolerance. The firm conducts at least annual account reviews and implements client-directed restrictions while assuming responsibility for trade execution and portfolio monitoring.
Notable distinctions relative to many peers include the firm’s provision of accounting and tax services in addition to advisory work and the principal’s role as a licensed insurance agent, which may generate separate insurance commissions when insurance products are recommended. The firm also explicitly serves small businesses and non-profits and asks clients to establish custody with a particular broker‑dealer, practices that are less common among independently registered advisors.
Client services
Expertise
Fee options
Under $25,000 - $25,000: 1.50% $25,000 - $100,000: 1.00% $100,000 - $500,000: 0.75% $500,000 - $1,000,000: 0.60% $1,000,000 - $2,500,000: 0.45% $2,500,000 - $5,000,000: 0.35% $5,000,000 - $10,000,000: 0.25% $10,000,000+: Negotiable
Insurance commissions received by the principal advisor separately from advisory fees.
Financial planning services billed at $150 per hour.
Fee-only: Financial planning fees billed at $150 per hour for clients not receiving investment management services.
Main office
750 Bethesda Road
Winston Salem NC 27103
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Danny Merle Freeman · Darda Financial · Darda Financial Services, LLC · Darda Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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