Danny Freeman
Advisor at Darda Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Darda Financial
Location
Winston Salem, NC 27103
Credentials
Series 63, Series 65
Industry experience
6 years
About
Danny Freeman is the principal advisor at Darda Financial in Winston Salem, NC, with 22 years at the firm and six years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Freeman owns and operates Darda Press, a document preparation and publishing business. Darda Financial serves primarily individual clients along with small businesses and non-profits, providing portfolio management, financial planning, accounting and tax services, life insurance, and business consulting. The firm offers discretionary investment management using both fundamental and technical analysis, tailoring strategies to client objectives and risk tolerance.
Client services
Based on Darda Financial
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on Darda Financial
Active portfolio management
Options & derivatives strategies
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
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.
Location
750 Bethesda Road
Winston Salem, NC 27103
Most active in
Danny F has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
Darda Financial Services
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kathryn H
Series 65
Winston Salem, NC
Wrenn House Investments LLC
Anne Marie W
CFP®, Series 66
Lewisville, NC
Curated Capital & Planning LLC
Perry C
Series 66
Winston Salem, NC
Grand Street Capital Management, L.L.C.
Brett N
Series 65
Winston Salem, NC
Kensington Financial Group, Inc.
Tyler S
CFP®, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
Randell C
CFA®
Winston Salem, NC
Kerusso Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")