PlannerFees

Do Wealth Different fees and pricing

Financial planner in Bentonville, Arkansas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 2, 2026, Do Wealth Different charges $200 an hour, a flat or project fee of $4,500, and an annual fee of $3,600⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“In the event additional hours are needed either to discuss the financial plan after its delivery or for other minor financial planning topics, we will bill based on our hourly rate of $200 per hour, or the client may choose to engage with us for Investment Management Services, Project-Based or Hourly Financial…”
Flat or project fee
$4,500
“We charge a fixed fee starting at $4,500 for our Initial Financial Planning, based on complexity.”
Annual fee
$3,600⁠-⁠$20,000/yr
“We charge an annual fee for this service ranging from $3,600-$20,000, paid quarterly in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Do Wealth Different bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “The fee will be billed quarterly in advance.”
  • “If an engagement commences other than at the beginning of a calendar quarter, the quarterly charge will be prorated based on Household Account Value at inception.”

How Do Wealth Different’s fees compare

  • Its hourly rate of $200 is below the Arkansas median of $225. 26% of the 34 other Arkansas planners that publish an hourly rate charge less.
  • 1 of the 4 other planners in Bentonville that publish an hourly rate charge less.
  • Its flat or project fee of $4,500 is above the Arkansas median of $3,600. 61% of the 23 other Arkansas planners that publish a flat or project fee charge less.
  • 3 of the 4 other planners in Bentonville that publish a flat or project fee charge less.
  • Its annual fee of $3,600-$20,000 spans the Arkansas median of $8,438. 71% of the 7 other Arkansas planners that publish an annual fee charge less.

About Do Wealth Different

“We offer Investment Management, Financial Planning, Educational Seminars/Speaking Engagements and Employee Benefit Plan Services. We offer initial financial planning via a one-time engagement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jessica Hillman
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
1.5% a year
Clients
8
Employees
1
Works with
Individuals and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
Assets managed
$1,286,959
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
323323
Website
DoWealthDifferent.com (opens in new tab)
Phone
(479) 282-1886

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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.