Daniel R Hill, CFP®, AIF®

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

The Investor Coach of Virginia®

Prudent Investor Wealth Management, LLC | Financial Advisor in Newport News ,VA

About Prudent Investor Wealth Management, 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, Prudent Investor Wealth Management, LLC, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.

14 Years of Experience



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:   3
Work Experience:   John Hancock Life Insurance
Suntrust Securities
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Long Term Care , Life , Health
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 & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Hourly , Based on Assets , Flat Fee
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
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DISCLAIMER

Fee based financial planning and investment advisory services are offered by Prudent Investor Wealth Management, 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®

AIF, CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

All 50 States

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