Hill Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
16
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$0
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
Financial planning
Selection of other advisers
Expertise
General estate planning guidance
General tax planning
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 location
Hill Wealth Strategies
10800 Midlothian Turnpike, Suite 154
Richmond VA 23235, United States
Number of offices
1
Most active in
Hill Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Tennessee · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
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