Abound Wealth Management LLC

Item 5 - Fees and Compensation

General Fee Information
Fees paid to us are exclusive of all custodial and transaction costs paid to your custodian, brokers or
other third-party consultants. Please see Item 12 – Brokerage Practices for additional information.
Fees paid to us are also separate and distinct from the fees and expenses charged by mutual funds, ETFs
(exchange traded funds) or other investment pools to their shareholders (generally including a
management fee and fund expenses, as described in each fund’s prospectus or offering materials). You
should review all fees charged by funds, brokers, Abound and others to fully understand the total
amount of fees paid by you for investment and financial-related services.

We may, at our discretion, make exceptions to the following fee arrangements or may negotiate special
fee arrangements where we deem it appropriate under the circumstances. Therefore, some clients may
pay more or less than other clients for the same management services, depending, for example, on
account inception date, anticipated future deposits, number of related investment accounts or total

assets under management. Further, some clients’ fee schedules are based on prior contractual
arrangements and/or historical fee schedules that differ from our current fee arrangements.

Wealth Management Fees
The annual fee schedule, based on a percentage of assets under management, is as follows:

                        First $1,000,000                         1.25%
                        Next $2,000,000                          1.00%
                        Next $2,000,000                          0.75%
                        Balance over $5,000,000                  0.50%

For Wealth Management Services, the minimum portfolio value is generally set at $750,000 and the
minimum annual fee is $7,500. The minimum fee is discussed in advance of beginning our work and
could be higher depending upon the scope and complexity of your financial situation. We may, at our
discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem it
appropriate under the circumstances.

Portfolio management fees are generally payable quarterly, in advance. If management begins after the
start of a quarter, fees will be prorated accordingly. With your authorization, unless other arrangements
are made, fees are normally debited directly from your account(s).

Either you or Abound may terminate your Investment Advisory Agreement at any time, subject to any
written notice requirements in the agreement. In the event of termination, any paid but unearned fees
will be promptly refunded to you based on the number of days that your account was managed, and any
fees due to us from you will be invoiced or deducted from your account prior to termination.

LevelUp Financial Planning Fees
Our LevelUp financial planning services fee is $5,200 for the first year, and then $4,200 each year
thereafter.

In the initial year, 10% of the fee will be collected at the time of the engagement. An additional 40% of
the fee will be collected at the intake session with your CFP, and the remaining 50% of the fee will be
collected at the time the financial plan is delivered to you.

For the second and subsequent years, the annual fee will be collected upfront on the anniversary of your
initial introductory (“kick-off”) meeting with your CFP®. The renewal date may be found in your LevelUp
client portal account.

Fees are payable by debit or credit card, which are processed electronically by our designated payment
vendor through the LevelUp client portal. We do not withdraw fees from a client’s investment or bank
account for our services.

Membership renews on annual basis unless you terminate our services. If you cancel your agreement
prior to delivery of the financial plan, you will receive a refund of any prepaid fees, less the reasonable
value of services actually performed by Abound up to the date of termination.

General Consulting Fees
When we provide general consulting services you, these services are generally separate from our
financial planning and portfolio management services. Fees for general consulting are negotiated at the
time of the engagement for such services, and are normally offered for a fixed fee. Upon conclusion of
services, you will be provided with an invoice, which is due upon receipt.

Investment Consulting to 401(k)/Defined Contribution Plans Fees
The annual fee schedule, based on a percentage of assets under management, is as follows:

                        First $3,000,000                   1.00%
                        Next $2,000,000                            0.75%
                        Balance over $5,000,000                    0.50%

Fees are generally payable quarterly, in advance. If management begins after the start of a quarter, fees
will be prorated accordingly. In the event of termination, any paid but unearned fees will be promptly
refunded to you. We may, at our discretion, make exceptions to the foregoing or negotiate special fee
arrangements.

Other Compensation
We may provide seminars and workshops from time to time or one of the Partners may engage in public
speaking. Topics will be general in nature, covering issues pertaining to investing and financial planning.
Content may vary depending upon the sponsor, if applicable. Where there is a fee involved, such fees
may be paid by the event sponsor and are negotiated at the time of the engagement. Where we charge
a fee for a seminar, the invitation provided will include information about cancellation and refund
policies. Participants are welcome, but are never obligated, to seek individualized advisory services
from us.

Item 7 - Types of Clients

We serve individuals, pension and profit-sharing plans, trusts, and estates. With some exceptions, the
minimum portfolio value eligible for combined Financial Planning and Portfolio Management Services is
$750,000, and the annual minimum fee starts at $7,500. Under certain circumstances and in our sole
discretion, we may negotiate such minimums.