Acacia Wealth Advisors LLC

Item 5: Fees and Compensation

D. Prepayment of Client Fees
Acacia requires all investment management fees to be prepaid on a quarterly basis. In addition,
Acacia requires that some portion of the estimated financial planning fee, as mutually agreed
upon by the client and Acacia, be prepaid as described in the client’s financial planning
agreement. Acacia’s fees will either be paid directly by the client or disbursed to Acacia by the
qualified custodian of the client’s investment accounts, subject to prior written consent of the
client. The qualified custodian will deliver directly to the client an account statement, at least
quarterly, showing all investment and transaction activity for the period, including fee
disbursements from the account.
Either party may terminate the agreement by written notice to the other. In the event the client
terminates Acacia's financial planning and/or consulting services, the balance of Acacia's
unearned fees (if any) shall be refunded to the client and any earned, unpaid fees will be
immediately due and payable.
Any client who has not received a copy of Acacia's written disclosure statement at least 48 hours
prior to executing the agreement will have five business days subsequent to executing the
agreement to terminate the agreement without penalty.

E. External Compensation for the Sale of Securities to Clients
Acacia’s financial advisors are compensated solely through a salary and bonus structure. Acacia
is not paid any sales, service, or administrative fees for the sale of mutual funds or any other
investment products.

                               Part 2A of Form ADV: Acacia Brochure

Item 7. Types of Clients
Acacia offers personalized investment management, financial planning, and consulting services
to high-net-worth individuals and related trusts, charitable organizations, corporations, and
other business entities. Although Acacia provides these services to various types of clients
mentioned, the services are conditioned upon meeting certain minimum criteria established by
Acacia.

                              Part 2A of Form ADV: Acacia Brochure