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.
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.
|Firm Start Year:||2009|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||VA|
|Number of Years with Current Firm:||13|
|Work with the following types of clients:||Non-Profit Organizations, Businesses, Individual Investors|
|Investment Types:||Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Annuities, Insurance|
|Can meet clients in the following ways:||Our Office, Via Phone, Via Email, Your Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Annuity, Health, Variable Annuity, Long Term Care, Variable Life, Life|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets, Hourly, Flat Fee|
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?
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 4:00 PM|
|All 50 States|
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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