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Daniel R. Hill, CFP®, AIF®

D.R. Hill Wealth Strategies, LLC

700 Technology Center
Suite 200

Newport News, VA 23602
(757) 8703153

The Investor Coach of Virginia®

About D.R. Hill Wealth Strategies, 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, D. R. Hill Wealth Strategies, 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

CRD#

3188300

Firm CRD#

149511

Name of Custodial Firm

Charles Schwab

States Licensed in

VA, NC, TX

Years of Experience in Financial Services

21

Number of Years with Current Firm

10

Work Experience

John Hancock Life Insurance Suntrust Securities

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Bonds, Mutual Funds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At your office, At my office, Via phone, At your home

Compliance

Registered Investment Advisor

Yes

Registered Representative

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

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Fiduciary® (AIF), CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Hourly Rate

$200

Flat Fee Rate

$275

Additional Details on Charges

Financial Planning Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.

Disclaimer

Fee based financial planning and investment advisory services are offered by D. R. Hill Wealth Strategies, LLC, a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc.