Daniel R. Hill, CFP®, AIF®
Prudent Investor Wealth Management, LLC

Tel: (804) 897-3919
10800 Midlothian Turnpike
Suite 204
Richmond, VA 23235

The Investor Coach of Virginia®

Prudent Investor Wealth Management, LLC | Financial Advisor in Richmond ,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.


General Information

Firm Start Year:   2009
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab
States Licensed in:   TN
Number of Years with Current Firm:   5
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations


Services

Investment Types:   Annuities , Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Stocks , Insurance
I can meet clients in the following ways:   Via email , Via phone , At my office , At your office


Qualifications & Memberships

Compliance

Registered Investment Advisor:   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 and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000.00
Compensation Methods:   Based on Assets , Flat Fee , Hourly



Faqs

  • What are your qualifications? What is your education background? Dan is entering his 13th 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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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