Daniel R. Hill, CFP®, AIF®


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.
College of William and Mary, BBA 1978
3188300
149511
Charles Schwab
VA, NC, TX
All 50 States
21
10
John Hancock Life Insurance Suntrust Securities
Non-Profit Organizations, Individual Investors, Businesses
Yes
Yes
Yes
Yes
Have a clean record
Have a clean record
Accredited Investment Fiduciary® (AIF), CERTIFIED FINANCIAL PLANNER™ Certificant
Series 65
Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Health, Life
None
Bonds, Stocks, Mutual Funds, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Email, Your Office, Phone, Your Home, Our Office
Fee-Based
$100,000
Hourly, Flat Fee, Based on Assets
1%
$200
$275
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.
Yes
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Have you ever been charged with any breaches?
Additional Detailed Disclosures
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.
