wiseradvisor

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

Tel: (757) 870-3153
109 Herman Melville Avenue
Newport News, VA 23606

The Investor Coach of Virginia®

D.R. Hill Wealth Strategies, LLC | Financial Advisor in Newport News ,VA

About D.R. Hill Wealth Strategies, LLC

In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, D. R. Hill Wealth Strategies, LLC, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.


General Information

Firm Start Year:   2009
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab
States Licensed in:   VA, NC, TX
Number of Years with Current Firm:   10
Work Experience:   John Hancock Life Insurance Suntrust Securities
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Bonds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Insurance, Annuities, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your home, At your office, Via phone, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Disability

Compliance

Registered Investment Advisor:   Yes
Registered Representative:   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
Compensation Methods:   Hourly, Flat Fee, Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   $200
Flat Fee Rate:   $275
Additional Details on Charges:   Financial Planning Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.



Faqs

  • What are your qualifications? What is your education background? Dan is entering his 14th 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 signifies knowledge of fiduciary responsibility & the ability to implement policies & 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)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.
  • What services do you offer? Investment Planning, Retirement Planning, Insurance Planning, Estate Planning, Income Planning, IRA and 401K Rollovers and Asset Protection
  • Will you be the only person working with me? I will be your primary advisor, but we do have a team of financial professionals, accountants and attorneys to assist in the planning process.
  • Have you ever been charged with any breaches? No
see more

Disclaimer

Fee based financial planning and investment advisory services are offered by D. R. Hill Wealth Strategies, LLC, a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc.

Daniel R. Hill, CFP®, AIF®

Daniel R. Hill, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Certificant, AIF

Dan Hill is now entering his twenty-first 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", 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, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, lives in Atlanta, GA, 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 is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.

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

All 50 States