Jessica Rose Hillman
Advisor at Do Wealth Different — Bentonville, AR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
6 years
Location
Bentonville, AR 72712
Do Wealth Different
Independent
Total advisors
1Clients per advisor
8 LowAvg AUM per client
$132,573 Very LowHNW client ratio
0% LowJessica Hillman is a CFP® and holds a Series 66 license with six years of industry experience. She currently leads Do Wealth Different, an independent advisory firm, and has previously worked at Echo Collaborative, Thrivent Investment Management Inc, Pure Charity, Inc., and Preston and Company, Inc. Outside of her advisory role, she serves as a substitute teacher, providing personal finance and math instruction at junior high and high school levels. Do Wealth Different is an independent, fee-only registered investment adviser serving individuals and employer plan sponsors with investment management, comprehensive financial planning, and retirement plan consulting. The firm combines passive and active strategies with a long-term, asset allocation-focused approach and offers distinctive services including retirement plan fiduciary consulting, charitable organization support, and public educational programming.
Based on Do Wealth Different
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
Bentonville, AR
1202 NE McClain Rd
Bentonville AR 72712
Advisors at this office
1
Arkansas
6 years of industry experience
Echo Collaborative
2022 - Present • 4 years
Bentonville, AR
Thrivent Investment Management Inc
2019 - 2022 • 3 years
Rogers, AR
Pure Charity, Inc.
2017 - 2019 • 2 years
Bentonville, AR
Preston and Company, Inc.
2013 - 2017 • 4 years
Rogers, AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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