VETTED

Daniel R. Hill, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Certificant, AIF
D.R. Hill Wealth Strategies, LLC
Daniel R. Hill, CFP<sup>&reg;</sup>, AIF<sup>&reg;</sup>
Tel: 804-897-3919 11815 Fountain Way Suite 300 Newport News, VA 23606
About Daniel R. Hill, CFP®, 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.
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.
See Disclosures
Education
Academic Background:

College of William and Mary, BBA 1978

General Information
CRD#:

3188300

Firm CRD#:

149511

Name of Custodial Firm:

Charles Schwab

States Licensed in:

VA, NC, TX

States Willing to do Business in:

All 50 States

Years of Experience in Financial Services:

21

Number of Years with Current Firm:

10

Work Experience:

John Hancock Life Insurance Suntrust Securities

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Compliance
Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Qualifications & Memberships
Certifications, Accreditations & Designations:

Accredited Investment Fiduciary® (AIF), CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses:

Series 65

Insurance and Annuity Licenses:

Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Health, Life

Financial Organization Memberships:

None

Services
Investment Types:

Bonds, Stocks, Mutual Funds, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Email, Your Office, Phone, Your Home, Our Office

Compensation and Fees
Fee Structure:

Fee-Based

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.

Preferred meeting methods
I provide a free initial consultation:

Yes

21 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsHave a clean record
Criminal Disclosures in Last 5 yearsHave a clean record
Communities Served
All 50 States
Office Hours
Monday9:00 - 17:00
Tuesday9:00 - 17:00
Wednesday9:00 - 17:00
Thursday9:00 - 17:00
Friday9:00 - 17:00
SaturdayClosed
SundayClosed
Advisor Profile Image
Talk to an AdvisorFINRA/SEC Registered Advisors

Your Information is Safe and Secure

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.