JH
CFP
JH
CFP

Jessica Hillman

6 Years of Experience
Bentonville, AR

Jessica Hillman is a CFP-designated registered investment advisor at Do Wealth Different, based in Bentonville, AR, with 6 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 9 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$143K average
Assets Under Management
$1.3M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.70%
$5M+0.55%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

JH
Jessica Hillman

Location

1202 NE Mcclain Rd, Bentonville, AR, 72712

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jessica is a member of Flash Properties, LLC, involved in residential real estate and rehabbing, dedicating about 10-20% of her time to administrative duties and identifying properties. She also works as a contract substitute teacher providing personal finance and math instruction, spending a few hours per week on this activity.

Employment History
Current Registrations
Do Wealth Different
November 2022 - Present · 3 yrs 5 mos
Previous Registrations
Thrivent Investment Management INC.
September 2019 - July 2022 · 2 yrs 10 mos
Thrivent Investment Management INC.Broker
August 2019 - July 2022 · 2 yrs 11 mos
State Registrations1 state
AR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Jessica is a Christian, coffee lover, and Enneagram Type One. If you know her at all, then you know she loves God and loves people, and she absolutely loves what she gets to do every single day.

JH
Contact
Jessica Hillman