Daniel R. Hill

Hill Wealth Strategies

10800 Midlothian Turnpike
Suite 154

Richmond, VA 23235

757-603-0323

About Hill Wealth Strategies

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.

See Disclosures

General Information

Firm Start Year

2009

No. of Employees

5-9

CRD#

3188300

Firm CRD#

149511

Insurance License#

592692

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Annuities, Insurance

Can meet clients in the following ways

Our Office, Phone, Email, Your Office

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

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

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee

Disclosures

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Additional Detailed Disclosures

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