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Dan Hill CFP® AIF®

D. R. Hill Wealth Strategies, LLC

725 Cool Springs Blvd
Suite 600

Franklin, TN 37067
(615) 4824539

Clarifying Retirement

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

Firm Start Year

2008

No.of Employees

5-9

CRD#

3188300

Firm CRD#

149511

Insurance License#

592692

Name of Custodial Firm

Charles Schwab

States Licensed in

TN, VA

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

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

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

$100,000.00

Compensation Methods

Commissions

Fee % Based on Assets

1

Hourly Rate

$200.00

Education

Bachelors of Business Administration - Business

College of William and Mary
1974 - 1978