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    Paladin Research Report For:

    Daniel R. Hill, CFP®, AIF®

    D.R. Hill Wealth Strategies, LLC

    CERTIFIED FINANCIAL PLANNER™ CertificantAIF
    11815 Fountain Way
    Suite 300
    Newport News, VA 23606
    804-897-3919
    Visit Website
    www.hillwealthstrategies.com

    About Daniel R. Hill, CFP®, AIF®

    Dan Hill is now entering his twenty-first year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner", and has his Series 65 and Life and Health Insurance licenses.

    Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

    Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, lives in Atlanta, GA, Brett and Sarah, the newlyweds, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.

    Dan is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.

    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

    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.

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