Featured Business Financial Advisor in Franklin, TN
Franklin Financial Advisors
D. R. Hill Wealth Strategies, LLC
725 Cool Springs Blvd, Suite 600
Franklin, TN 37067
(757) 870-3153
“Clarifying Retirement”
Advisor Profile
Dan  Hill CFP® AIF®
Name:  Dan Hill CFP® AIF®
Phone Number:  (757) 870-3153
Website:  Visit Website

About D. R. Hill Wealth Strategies, LLC

Technologies, political administrations and financial challenges will change, but like the principles for successfully navigating a boat, the principles for managing your investment portfolio remain constant - no matter what your craft! Maintaining your "sanity" in even normal times is a challenge when it comes to your investments. Add some choice new tax laws, reshaping the landscape in America's healthcare, continued struggles in the Middle East and upheaval in the European Union and it can get downright frustrating. At the end of the day, though, a diversified portfolio across the free world's capital markets have consistently provided a significant return in excess of inflation. Government bonds the world over continue to be the best source of stability for the fixed income allocation in a portfolio. Our goal is to help you focus on what truly matters in order to achieve peace of mind about your investments and make you a confident investor. Technology is great, but it's no substitute for good old, personal interaction. Don't let the technology keep you from giving us a call or firing off an email to ask us a question, or get more information about becoming one of our many confident clients. We look forward to seeing how we can be a part of making your dreams come true and watching you become a confident investor!
 

General Information

States Licensed in:    TN, VA
Insurance License#:    592692
Firm CRD#:    149511
CRD#:    3188300
States Willing to do Business in:    Antioch,Arrington,Brentwood,Chapel Hill,College Grove,Columbia,Eagleville,Fairview,Franklin,Hermitage,Kingston Springs,La Vergne,Madison,Mount Juliet,Murfreesboro,Nashville,Nolensville,Old Hickory,Pegram,Rockvale,Santa Fe,Smyrna,Spring Hill,Thompsons Station,Unionville
Number of Years with Current Firm:    11
Years of Experience in Financial Services:    21
Name of Custodial Firm:    Charles Schwab
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Work Experience:    21 years
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At my office
Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Paladin Registry, Independence Excellence Group
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
 

Firm Information

Firm's Number of Managed Clients:    200
Firm's Number of Planning Clients:    200
Firm's Number of Clients:    200
Advisor's Number of Planning Clients:    200
Advisor's Number of Managed Clients:    200
Advisor's Number of Clients:    200`
 

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 Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Hourly
Fee Structure:    Fee-Based
Hourly Rate:    $200.00
Fee % Based on Assets:    1
Compensation Methods:    Commissions, Based on Assets, Flat Fee
Minimum Portfolio Size for New Managed Accounts:    $100,000.00
 
 
 
 
 
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