For Clients Files

The below documents must be provided to each new advisory client prior to the client signing any agreement. These documents can be provided in hard copy or digitally including via email.

• D.H. Hill ADV Part 2A

• DH Hill Privacy Pledge and Notification

• DH Hill Business Continuity Plan

• Form CRS D.H. Hill Advisors, Inc.

Forms

• D.H. Hill Programs

• Financial Planning

• Third Party Platforms

• Charles Schwab Forms