Featured Business Financial Advisor in Franklin, TN
Franklin Financial Advisors
D. R. Hill Wealth Strategies, LLC
725 Cool Springs Blvd, Suite 600
Franklin, TN 37067
(757) 870-3153
“Clarifying Retirement”
Advisor Profile
Dan  Hill CFP® AIF®
Name:  Dan Hill CFP® AIF®
Phone Number:  (757) 870-3153
Website:  Visit Website

About D. R. Hill Wealth Strategies, LLC

Technologies, political administrations and financial challenges will change, but like the principles for successfully navigating a boat, the principles for managing your investment portfolio remain constant - no matter what your craft! Maintaining your "sanity" in even normal times is a challenge when it comes to your investments. Add some choice new tax laws, reshaping the landscape in America's healthcare, continued struggles in the Middle East and upheaval in the European Union and it can get downright frustrating. At the end of the day, though, a diversified portfolio across the free world's capital markets have consistently provided a significant return in excess of inflation. Government bonds the world over continue to be the best source of stability for the fixed income allocation in a portfolio. Our goal is to help you focus on what truly matters in order to achieve peace of mind about your investments and make you a confident investor. Technology is great, but it's no substitute for good old, personal interaction. Don't let the technology keep you from giving us a call or firing off an email to ask us a question, or get more information about becoming one of our many confident clients. We look forward to seeing how we can be a part of making your dreams come true and watching you become a confident investor!
 

General Information

CRD#:    3188300
Firm CRD#:    149511
Insurance License#:    592692
Name of Custodial Firm:    Charles Schwab
States Licensed in:    TN, VA
States Willing to do Business in:    Antioch,Arrington,Brentwood,Chapel Hill,College Grove,Columbia,Eagleville,Fairview,Franklin,Hermitage,Kingston Springs,La Vergne,Madison,Mount Juliet,Murfreesboro,Nashville,Nolensville,Old Hickory,Pegram,Rockvale,Santa Fe,Smyrna,Spring Hill,Thompsons Station,Unionville
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    11
Work Experience:    21 years
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Variable Annuity, Life, Annuity, Long Term Care, Variable Life, Disability
Financial Organization Memberships:    Independence Excellence Group, Paladin Registry
 

Firm Information

Firm's Number of Clients:    200
Firm's Number of Planning Clients:    200
Firm's Number of Managed Clients:    200
Advisor's Number of Clients:    200`
Advisor's Number of Managed Clients:    200
Advisor's Number of Planning Clients:    200
 

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-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000.00
Compensation Methods:    Hourly, Flat Fee, Based on Assets, Commissions
Fee % Based on Assets:    1
Hourly Rate:    $200.00
 
 
 
Prepared By: Dan Hill CFP® AIF®