Hill Wealth Strategies
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About
Hill Wealth Strategies is a small, fee‑based advisory firm that provides financial planning and consulting to individuals and high‑net‑worth clients. In addition to planning, the firm acts as a co‑advisor with third‑party money managers to support implementation of client investment strategies.
The firm’s planning work uses fundamental analysis, cash‑flow and risk‑management reviews and results in an investment policy or risk‑tolerance statement tailored to each client; financial plans are delivered within an identified timeframe and periodic reviews are provided. Hill Wealth does not custody assets or accept discretionary trading authority — implementation and trade execution are handled by third‑party managers (notably Matson Money), and clients receive custodial statements directly from those custodians.
A distinctive feature is that the managing member maintains an affiliated insurance business and also serves as an investment advisor representative with another firm, arrangements Hill Wealth discloses and monitors for conflicts of interest. Another notable aspect for a firm of this size is that it does not directly manage or custody client assets and instead receives advisory compensation remitted by the third‑party manager, while refraining from selecting broker‑dealers or voting client proxies on clients’ behalf.
Client services
Expertise
Fee options
Fixed fees up to $2,500 for financial planning services, negotiated based on complexity and client needs
0.25% to 1.2% annually (negotiable based on assets and model portfolio)
$200 per hour for financial planning services
Fee-only: Fixed fees up to $2,500 for financial planning; Hourly fee of $200 per hour for financial planning services
Main office
10800 Midlothian Turnpike, Suite 154
Richmond VA 23235
Advisors at this office
2
Most active in
Tennessee · Virginia
Also doing business as
D. R. Hill Wealth Strategies, LLC · Hill Wealth Strategies · Prudent Investor Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Daniel H
CFP®, Series 63, Series 65
Richmond, VA
Hill Wealth Strategies
Daniel Hill is a CFP® with 26 years of industry experience, currently serving as the principal of Hill Wealth Strategies in Richmond, VA. He has been associated with his own firms, including D.R. Hill Wealth Strategies and D.R. Hill & Associates, since 2006. In addition to financial advising, he is involved in fixed insurance services and health insurance brokerage. Hill Wealth Strategies is a fee-based advisory firm that provides financial planning and consulting to individuals and high-net-worth clients. The firm collaborates with third-party money managers for investment implementation, focusing on cash-flow analysis and risk management while refraining from managing or custodian client assets directly.
Daniel R
Series 65
Richmond, VA
Hill Wealth Strategies
Daniel Rodriguez is a financial advisor at Hill Wealth Strategies in Richmond, VA, holding a Series 65 designation with five years of industry experience. He previously worked at Hampton Motor Corporation for seven years before joining Hill Wealth Strategies. Hill Wealth Strategies is a fee-based financial planning and investment management firm that serves individuals, including high-net-worth clients, by providing comprehensive planning and coordinating asset management through a third-party money manager. The firm acts as a co-advisor without custody of client assets or discretionary trading authority, focusing on documented investment approaches and ongoing client communication.
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