Daniel, R. Hill
Hill Wealth Strategies
10800 Midlothian TurnpikeSuite 154
Richmond, VA 23235
7576030323
About Hill Wealth Strategies
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, Hill Wealth Strategies, 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
Insurance License#
592692
Name of Custodial Firm
Charles Schwab
States Licensed in
VA
Years of Experience in Financial Services
25
Number of Years with Current Firm
13
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Compliance
Registered Investment Advisor
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
CFP®, AIF®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Life, Variable Annuity, Long Term Care, Variable Life, Health, Annuity, Disability
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Flat Fee, Hourly, Based on Assets
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1872324/financialplanners-Hill-Wealth-Strategies-detailed-disclosure.html