Featured Business Financial Advisor in Richmond, VA
Richmond Financial Advisors
D. R. Hill Wealth Strategies, LLC
10800 Midlothian Turnpike, Suite 154
Richmond, VA 23235
(804) 897-3919
“The Investor Coach of Virginia®”
Advisor Profile
Daniel R. Hill, CFP®, AIF®
Name:  Daniel R. Hill, CFP®, AIF®
Phone Number:  (804) 897-3919
Website:  Visit Website

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

Gender:    Male
CRD#:    3188300
Firm CRD#:    149511
Insurance License#:    592692
Name of Custodial Firm:    Charles Schwab
States Licensed in:    VA
States Willing to do Business in:    All 50 States
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    10
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

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 65
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:    $100,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
 
 
 
Prepared By: Daniel R. Hill, CFP®, AIF®

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