Do Wealth Different
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,286,959
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$160,870
About
Do Wealth Different serves individual clients as well as employer plan sponsors and charitable organizations, offering investment management alongside a range of financial planning services including initial, project-based, hourly, and ongoing engagements. The firm also provides retirement plan consulting to plan sponsors and delivers educational programming—seminars, live and recorded courses, and overnight retreats—that is presented as general education rather than individualized investment advice.
The firm operates as a fee-only registered investment adviser and provides discretionary portfolio management that combines passive and active strategies informed by modern portfolio theory, with attention to asset allocation, tax efficiency, and integrating charitable giving into plans. Financial planning is collaborative and can include a multi-session initial plan (four 90‑minute meetings) or targeted project work on topics such as retirement distribution strategies, cash management, home buying, and employee benefit optimization.
What is distinctive about this firm is the combination of services rarely offered together by peers: it maintains formal relationships with charitable organization clients, conducts educational seminars/courses and overnight retreats, and performs ERISA-related retirement plan consulting and fiduciary advisory work for employers. Those elements—charitable client work, structured educational offerings, and pension consulting—set the firm apart from most independent advisers of its size.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Retreats
Expertise
Cash flow / budgeting
Charitable giving & philanthropy
Fee options
Project-Based Financial Planning fees range from $450 to $1,350 depending on service
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.70% $5,000,000+: 0.55%
$200 per hour for additional financial planning or minor topics
Minimum fee: Initial Financial Planning fixed fee starting at $4,500 (negotiable); Ongoing Financial Planning annual fee ranges from $3,600 to $20,000 (negotiable) Fee-only: Fee-only compensation; no commissions or sales-related compensation received
Main office location
Do Wealth Different
1202 Ne Mcclain Rd
Bentonville AR 72712, United States
Number of offices
2
Most active in
Do Wealth Different has reported serving >5 clients in these states in the last 12 months.
Arkansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")