National Retirement Planning Experts

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Local Professionals

Daniel R. Hill, CFP®, AIF®

D. R. Hill Wealth Strategies, LLC

10800 Midlothian Turnpike
Suite 154

Richmond, VA 23235
(804) 8973919

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.

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

VA

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

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

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

Compensation and Fees

Fee Structure

I am a fee-only financial professional

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets