Financial Planning - Overview
D.H. Hill makes available to advisors the following in regards to Financial Planning:
Case-design support and review
Ability to charge client a one-time planning fee per D.H. Hill ADV Part 2A
Ability to charge client a consulting fee per D.H. Hill ADV Part 2A
Ability to charge client an hourly fee for a specified service(s) per D.H. Hill ADV Part 2A
If client is charged any above mentioned fee a copy of client summary document must be provided to D.H. Hill for our files; Please note that advisor needs to use planning software and/or provide certain services that meet D.H. Hill requirements
D.H. Hill has vetted third-party specific financial planning software providers, listed below, but allows advisor to use other types of planning software
Financial Planning - Forms
The following paperwork is required in addition to the D.H. Hill ADV 2A, Privacy Pledge & Notification, and Business Continuity documents which can be located under Advisory Forms.