Featured Business Financial Advisor in Newport News, VA
Newport News Financial Advisors
D.R. Hill Wealth Strategies, LLC
109 Herman Melville Avenue
Newport News, VA 23606
(757) 870-3153
“The Investor Coach of Virginia®”
Advisor Profile
Daniel R. Hill, CFP®, AIF®
Name:  Daniel R. Hill, CFP®, AIF®
Phone Number:  (757) 870-3153
Website:  Visit Website
ADV Form II Link:
http://www.piwmllc.com/pdfs/...

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.

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
Name of Custodial Firm:    Charles Schwab
States Licensed in:    VA, NC, TX
States Willing to do Business in:    All 50 States
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
 

Education

Academic Background
 
College of William and Mary, BBA 1978
 

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
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life
 

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
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Flat Fee, Hourly, 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.
 
 
 
Prepared By: Daniel R. Hill, CFP®, AIF®

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