Do Wealth Different
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,060,583
Clients
8
Advisors
1
of 1 employees
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
Expertise
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
1202 NE McClain Rd
Bentonville AR 72712
Advisors at this office
1
Most active in
Arkansas
Also doing business as
Do Wealth Different · Echo Collaborative · Sonship Creations, LLC D/B/A Echo Collaborative
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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