DR

Daniel Robert Rodriguez

4 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:Up to $2,500
Hourly Rate:$200/hr

Financial planning services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs. Financial Planning Services are also offered based on a non-negotiable hourly fee of $200 per hour. As a co-advisor with Matson Money, Inc., HWS charges an annual fee based on assets under management. HWS’s fee is based on a maximum annual fee of .25% to 1.2% of the assets. The fee will be disclosed to the client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen.

Areas of Practice
Financial Planning & CoachingInvestment Management
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Advisor Information

Office location

10800 Midlothian Turnpike, Suite 154, Richmond, VA, 23235

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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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Employment History
Current Registrations
Hill Wealth Strategies
January 2021 - Present · 5 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.