Abundant Wealth Partners LLC

ITEM 5 FEES AND COMPENSATION

The specific manner in which fees are charged by AWP is established in a client’s written agreement with
AWP. AWP will bill its fees in arrears on a quarterly basis. The Firm accepts check, wire, and credit card
payments. AWP directly debits fees from client accounts. The client shall pay AWP at the end of each
billing period a fee for services as investment advisor based on a percentage of assets under management
at the end of each billing period.

Fees for individually managed accounts are tier priced as follows:

Total Managed Portfolio Size:                      Fee (Annual Percentage)

• Up to $1,000,000                                 1.00%
• $1,000,001 - $5,000,000                          0.75%
• $5,000,001 - $20,000,000                         0.50%

•   $20,000,001+                                   0.25%

AWP typically requires a minimum asset level of $2,000,000 for its wealth management services’
relationships under this fee schedule, or a minimum annual fee of $17,500. AWP, in its sole discretion, may
waive the required minimum asset or fee level. In the event that the minimum asset or fee level is waived,
the fee will be negotiated between the parties. Lower fees for comparable services may be available from
other sources.

For purposes of calculating advisory fees, assets under management generally include securities and
investments over which AWP provides ongoing discretionary portfolio management services. Certain
client-directed illiquid investments, including private placements or investments with extended lock-up
periods and/or irregular valuation reporting, may be excluded from fee billing. The treatment of such
investments will be disclosed in the client’s Wealth Management Agreement and/or related
acknowledgment documentation.

Certain legacy AWP clients may be waived into a prior fee schedule and fee-billing methodology that
differs from the fee schedule and fee-billing methodology described here; such clients should refer to their
specific wealth management Agreement for a complete description of the applicable fee schedule and fee-
billing methodology.

While AWP fees are not negotiable, AWP, in its sole discretion, may charge a lesser wealth management
fee based upon certain criteria (e.g., historical relationship, types of assets, anticipated future additional
assets, dollar amounts of assets to be managed, related accounts, account composition, etc.).

The wealth management contract with AWP may be terminated at any time upon written notification –
Accounts initiated or terminated during a billable month, quarter or year will be charged a prorated fee.
Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned,
unpaid fees will be due and payable.

Third Party / Custodian Fees

In addition to the advisory fees paid to AWP, clients also incur certain charges imposed by other third
parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
(collectively “Financial Institutions”). These additional charges include securities brokerage commissions,
transaction fees, custodial fees, margin costs, fees attributable to alternative assets, reporting charges, fees
charged by the Independent Managers, charges imposed directly by a mutual fund or ETF in a client’s
account, as disclosed in the fund’s prospectus (e.g., fund management fees and other fund expenses),
deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other
fees and taxes on brokerage accounts and securities transactions. The Firm’s brokerage practices are
described at length in Item 12, below.

AWP will provide wealth management services and portfolio management services but will not provide
custodial or other administrative services. At no time will AWP accept or maintain custody of a client’s
funds or securities except for authorized fee deduction. The Client may contact the Custodian directly for
disbursements, or account record changes, and may also do so in writing to the custodian. AWP may act
at the client’s convenience to facilitate such written communications to the Custodian, provided that such
action is not construed to be custody of client assets.

Fee Deduction Disclosure

Where AWP deducts its management fee from client accounts utilizing a qualified custodian, AWP is
required to meet the following requirements.

a. Possess written authorization from the client to deduct advisory fees from an account held by a qualified
custodian;

b. The firm must send the qualified custodian a written invoice detailing the fee amount to be deducted
from the client account; and,

c. The firm must send the client a written invoice itemizing the fee, the invoice must detail any formulae
used to calculate the fee, the time period covered by the fee and the amount of assets under management
on which the fee was based. This may be included with the client’s quarterly performance report.

Right of Cancellation

In addition to the right to terminate an agreement pursuant to its terms, a client may cancel an agreement
with AWP within five (5) business days of first receiving a copy of this disclosure brochure and supplement
without penalty or fee.

Financial Planning and Project Based Fee (Including Estate Admin support) Compensation
Description:

AWP wealth management services includes financial planning services at no additional cost to better
meet our clients’ needs and desires. However, AWP may offer consulting-based services for non-wealth
management clients for the fees listed below.

AWP charges consulting clients on an hourly basis, or on rare occasions, a flat fee. The total estimated
fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the
client. The hourly rate is between $175.00 to $500.00 per hour and flat fees range from $350 to $25,000
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Item 7

Kristen Ritter has not been involved with any arbitration or administrative proceeding events.
Kristen Ritter has not been the subject of a bankruptcy petition.