Firm
Do Wealth Different
Bentonville, Arkansas
Fee-only
Do Wealth Different at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $143,000 (assets it manages divided by its 9 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Bentonville, Arkansas |
|---|---|
| Website | dowealthdifferent.com |
| [email protected] | |
| Phone | (479) 282-1886 |
Do Wealth Different fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $495 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Complete your $495 payment to reserve your appointment." source
"Complete your $495 payment to reserve your appointment." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 8 |
| Accounts managed | 9 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 323323 |