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VERIFIEDDaniel R. Hill, CFP<sup>®</sup>, AIF<sup>®</sup>
D.R. Hill Wealth Strategies, LLC
11815 Fountain Way
Suite 300
Newport News, VA 23606
804-897-3919
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.
See Disclosures
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
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Services
Investment Types
Bonds, Stocks, Mutual Funds, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Your Office, Phone, Your Home, Our Office
Compliance
Registered Investment Advisor
Yes
Registered Representative
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
Accredited Investment Fiduciary® (AIF), CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses
Series 65
Insurance and Annuity Licenses
Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Health, Life
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Hourly, Flat Fee, 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.