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

Tel: 804-897-3919
10800 Midlothian Turnpike
Suite 154
Richmond, VA 23235
Hill Wealth Strategies | Financial Advisor in Richmond ,VA

About Daniel R. Hill

Dan Hill is now entering his twenty-fifth 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. Both of their sons, Derek, and Brett and his wife Sarah and their one year old daughter Landon, 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 Hill Wealth Strategies

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, Hill Wealth Strategies, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.

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General Information

Firm Start Year:   2009
No.of Employees:   5-9
Insurance License#:   592692
Name of Custodial Firm:   Charles Schwab
States Licensed in:   VA
Number of Years with Current Firm:   13
Work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors

Services

Investment Types:   Exchange Traded Funds (ETFs), Insurance, Mutual Funds, Bonds, Stocks, Annuities
Can meet clients in the following ways:   Via Phone, Via Email, Your Office, Our Office

Qualifications & Memberships

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

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly, Flat Fee, Based on Assets

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Faqs

Why should I choose you as my financial advisor?

Dan is entering his 25th 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 are your qualifications? What is your education background?

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.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

As a CFP® and AIF® I am legally required to act as a fiduciary to all my clients. This means that I must put my 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.

Will you be the only person working with me?

I will be your primary advisor, along with my partner Daniel Rodriguez, 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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Compliance

Registered Investment Advisor:

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


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 - 4:00 PM

Communities Served

All 50 States

News & Events

Social Security Workshop
When: 04/07/2022 06:00 |
Location: John Tyler Community College-Midlothian Campus
Details:Campus Address: 108 Charter Colony Parkway Hamel Hall--Room H109 Midlothian, VA 23113

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