Think Different Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,226,359
Total clients
18
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$1,123,687
About
Think Different Wealth Advisors LLC is an independent registered investment adviser that works primarily with individual clients, including high-net-worth individuals, providing tailored investment management and financial planning. Its services include ongoing and limited-scope financial planning, management of held-away retirement accounts via a third‑party platform, and specialized advice such as employee stock compensation planning.
The firm offers both active equity strategies—described as value and growth‑at‑a‑reasonable‑price—with a research-intensive, concentrated approach, and passive strategies built from low-cost indexed funds using strategic asset allocation. Research blends traditional financial modeling with qualitative “on‑the‑ground” due diligence and alternative data (for example, search and app metrics and website traffic) to estimate intrinsic values and inform long-term holdings.
Compared with many peers, the firm manages a relatively modest asset base for a small client roster, which the brochure frames as enabling a high degree of client customization and hands‑on planning. It also emphasizes practical, non‑investment consulting (rental real estate analysis, car and home buying guidance), discloses no related‑party compensation, does not accept third‑party product fees, and generally relies on custodian statements rather than providing separate written performance reports for managed accounts.
Client services
Financial planning
Portfolio management
Expertise
Stock option exercise strategy
Equity Recipients (RS/RSU, SOP, ESPP)
Business sale tax planning
Retirement income strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Fee options
Limited Scope Financial Planning fixed fees range from $500 to $10,000
$0 - $1,000,000: 1.00% annually (Actively Managed), 0.70% annually (Passively Managed) $1,000,001 - $2,000,000: 0.95% annually (Actively Managed), 0.65% annually (Passively Managed) $2,000,001 - $3,000,000: 0.90% annually (Actively Managed), 0.60% annually (Passively Managed) $3,000,001+: 0.80% annually (Actively Managed), 0.50% annually (Passively Managed)
$250 to $500 per hour billed in 30-minute increments for Limited Scope Financial Planning
Account minimum: $200,000 minimum for stand-alone Investment Management Services; no minimum for Financial Planning clients Fee-only: Ongoing Comprehensive Financial Planning fees: $1,000-$5,000 upfront plus $200-$800 per month or $600-$2,400 per quarter; Limited Scope Financial Planning fixed fees $500-$10,000; hourly rates $250-$500 per hour
Main office location
Think Different Wealth Advisors LLC
Allen TX, United States
Number of offices
1
Most active in
Think Different Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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