Hill Wealth Strategies

D. R. Hill Wealth Strategies, LLC provides financial planning, consulting, and co-advisory investment management services to individuals and high-net-worth individuals. The firm partners with an external money manager, Matson Money, Inc., to handle actual portfolio management and trading, while D. R. Hill Wealth Strategies assists with paperwork, updates, and reviews. D. R. Hill Wealth Strategies offers financial planning on both a fixed-fee basis (up to $2,500 based on complexity) and an hourly basis ($200 per hour), covering topics such as wills, estate plans, trusts, investments, taxes, and insurance. Investment management fees charged under the partner platform range from 0.25% to 1.2% of the value of your portfolio annually, which are paid quarterly in advance. The firm emphasizes that clients are under no obligation to act on recommendations and can choose other professionals or money managers.