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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
Insurance License#:   592692
Name of Custodial Firm:   Charles Schwab
States Licensed in:   VA
Number of Years with Current Firm:   5
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services

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


Qualifications & Memberships

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

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:   Flat Fee , Hourly , Based on Assets



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®

CERTIFIED FINANCIAL PLANNER™ Certificant, AIF

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

Communities Served

All 50 States