Hill Wealth Strategies fees and pricing
Financial planner in Richmond, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Hill Wealth Strategies charges $200 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Services are offered based on a non-negotiable hourly fee of $200 per hour.”
- Flat or project fee
- $2,500
“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hill Wealth Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients placed with MM will be billed in accordance with MM’s Fee Schedule which will be disclosed to the client prior to signing an agreement.”
- “The payments are received in two installments: half at the commencement of the planning process, balance of the final payment is due upon delivery of completed plan.”
- “Client may cancel within five (5) days of signing Agreement for a full refund.”
How Hill Wealth Strategies’ fees compare
- Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.
- 2 of the 15 other planners in Richmond that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the Virginia median of $4,250. 26% of the 168 other Virginia planners that publish a flat or project fee charge less.
- None of the 15 other planners in Richmond that publish a flat or project fee charge less.
About Hill Wealth Strategies
- Firm size: 2 employees.
- Registered as an adviser: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Employees
- 2
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149511
- Phone
- (804) 897-3919
Other planners in Richmond that publish fees
- Alexis AdvisorsRichmond$150-$350/hr
- Ark Financial Strategies LLCRichmond$2,000-$10,000
- Beale Healy Investment Advisors IncRichmond$100-$225/hr
- Bonwell Capital Management, LLCRichmond$250/hr, $250-$50,000
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- EvoadvisorsRichmond$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.