DH
CFP
DH
CFP

Daniel Robert Hill

25 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
2,559 clients
Average Client Portfolio
$457K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.50%
$1.0M - $4.0M0.40%
$4M+0.25%

Fees may be waived or reduced at the firm's discretion. Some clients may pay lower fees due to different fee arrangements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3050 Business Park Circle, Suite 503, Goodlettsville, TN, 37072

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is the president and insurance agent at D.R. Hill & Associates, Inc., providing fixed insurance services. He is also a managing member of Prudent Investor Wealth Management, LLC (taking about half of his time) and D.R. Hill Wealth Strategies, LLC, and a health insurance broker for Frieden Agency.

Employment History
Current Registrations
Paul Winkler, INC.
February 2013 - Present · 13 yrs
Hill Wealth Strategies
February 2009 - Present · 17 yrs
Previous Registrations
Centaurus Financial, INC.
April 2006 - December 2008 · 2 yrs 8 mos
Suntrust Investment Services, INC.
August 2004 - April 2006 · 1 yr 8 mos
Signator Investors, INC.
February 2000 - August 2004 · 4 yrs 6 mos
State Registrations11 states
ALARCAILINKYNCTNTXVAWI
Advisor
Exams
No exam information available for this advisor.
Daniel Robert Hill - Financial Advisor | TrueAdvisor