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Dan  Hill CFP® AIF®
D. R. Hill Wealth Strategies, LLC

Tel: (615) 482-4539
725 Cool Springs Blvd
Suite 600
Franklin, TN 37067

Clarifying Retirement

D. R. Hill Wealth Strategies, LLC | Financial Advisor in Franklin ,TN

About D. R. Hill Wealth Strategies, LLC

Technologies, political administrations and financial challenges will change, but like the principles for successfully navigating a boat, the principles for managing your investment portfolio remain constant - no matter what your craft! Maintaining your "sanity" in even normal times is a challenge when it comes to your investments. Add some choice new tax laws, reshaping the landscape in America's healthcare, continued struggles in the Middle East and upheaval in the European Union and it can get downright frustrating. At the end of the day, though, a diversified portfolio across the free world's capital markets have consistently provided a significant return in excess of inflation. Government bonds the world over continue to be the best source of stability for the fixed income allocation in a portfolio. Our goal is to help you focus on what truly matters in order to achieve peace of mind about your investments and make you a confident investor. Technology is great, but it's no substitute for good old, personal interaction. Don't let the technology keep you from giving us a call or firing off an email to ask us a question, or get more information about becoming one of our many confident clients. We look forward to seeing how we can be a part of making your dreams come true and watching you become a confident investor!

General Information
Firm Start Year:   2008
No.of Employees:   5-9
Insurance License#:   592692
Name of Custodial Firm:   Charles Schwab
States Licensed in:   TN, VA
Number of Years with Current Firm:   11
Work Experience:   21 years
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses

Services
Investment Types:   Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Annuities, Insurance
I can meet clients in the following ways:   Video Conference, Via phone, At your office, At my office, Via email

Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Annuity, Long Term Care, Life, Disability, Annuity, Variable Life
Financial Organization Memberships:   Independence Excellence Group, Paladin Registry

Firm Information
Firm's Number of Clients:   200
Firm's Number of Planning Clients:   200
Firm's Number of Managed Clients:   200
Advisor's Number of Clients:   200`
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   200

Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation and Fees
Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Hourly, Commissions, Flat Fee, Based on Assets
Fee % Based on Assets:   1
Hourly Rate:   $200.00

Education

Bachelors of Business Administration - Business  College of William and Mary - Williamsburg, VA
1974-1978

Lead Contact Information

Faqs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? Dan is entering his 21st year in the financial service industry. He is a 1978 graduate of William & Mary. He holds the designation of Certified Financial Planner" professional. Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
  • What is your approach to financial planning? We adhere to the Financial Planning Practice Standards (Practice Standards) established by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring.
  • What services do you offer? Investment Planning, Retirement Planning, Insurance Planning, Estate Planning, Income Planning, IRA and 401K Rollovers and Asset Protection
  • How many clients do you currently manage? 200
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Dan Hill CFP® AIF®

Dan  Hill CFP® AIF®

CERTIFIED FINANCIAL PLANNER™ Certificant, AIF

Dan is now entering his 21st year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner" professional, and has his Series 65 and Life and Health Insurance licenses.

Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

Dan resides in Spring Hill. His oldest son, Derek, lives in Atlanta, Brett and Sarah, the newlyweds, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.

Dan Hill is an Investment Advisor representative of Hill Wealth Strategies, serving customers in Nashville and surrounding communities. Dan Hills mission is to provide local families and businesses with innovative financial strategies, solutions and planning that will lead to financial clarity and security.

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My Services

Financial Advice & Consulting

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Financial Planning for Businesses

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Portfolio Management

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

My Team

Daniel Rodriguez
Daniel Rodriguez Director of Operations
Daniel Rodriguez, Director of Operations at Hill Wealth Strategies, was led to the financial industry through his passion to serve and help others make financial decisions that enrich their lives. He prides himself in his ability to build and foster relationships with his clients, and is thrilled to watch them grow their wealth. Daniel puts his clients needs at the forefront, and their dreams become his own. He loves working with clients that are open to new ideas and strategies, ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Antioch Arrington
Brentwood Chapel Hill
College Grove Columbia
Eagleville Fairview
Franklin Hermitage
Kingston Springs La Vergne
Madison Mount Juliet
Murfreesboro Nashville
Nolensville Old Hickory
Pegram Rockvale
Santa Fe Smyrna
Spring Hill Thompsons Station
Unionville

Compensation Arrangements

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Research This Advisor

www.finra.org www.sec.gov
www.sipc.org www.aicpa.org

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