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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

Number of Years with Current Firm:    10
Years of Experience in Financial Services:    21
Name of Custodial Firm:    Charles Schwab
States Licensed in:    VA, NC, TX
Firm CRD#:    149511
CRD#:    3188300
States Willing to do Business in:    All 50 States
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Work Experience:    John Hancock Life Insurance Suntrust Securities
Gender:    Male
 

Education

Academic Background
 
College of William and Mary, BBA 1978
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Mortgages & Real Estate, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

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

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $100,000
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.
Flat Fee Rate:    $275
Hourly Rate:    $200
Fee % Based on Assets:    1%
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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