Alder Financial Group Inc

Item 5          Fees and Compensation |

          Alder Financial Group charges an investment management fee for its advisory services. Fees
          may be structured either as a percentage of assets under management (“asset-based fee”) or as
          a fixed advisory fee, depending on the nature and size of the client relationship.

          Asset-based fees are typically billed quarterly in arrears, based on the value of assets under
          management as of the last day of the calendar quarter. The standard fee is 0.25% per quarter
          (1.00% annually), although this fee is negotiable and may be lower depending on the size,
          complexity, and scope of the advisory relationship.

This brochure provides information about the qualifications and business practices of The Alder Financial Group. If you have any questions
about the contents of this brochure, please contact us at 877-249-2629. The information in this brochure has not been approved or verified
by the United States Securities and Exchange Commission or by any state securities authority. The term “registered investment adviser”
does not imply a certain level of skill or training.

Additional information about The Alder Financial Group also is available on the SEC’s website at www.adviserinfo.sec.gov.

Brochure Date | March 2026                                                                                             Page | 4

          The firm does not impose a minimum account size requirement; however, a minimum quarterly
          fee of $500 generally applies. This minimum fee may be waived at the firm’s discretion.

          For certain larger client relationships, the firm may charge a fixed advisory fee rather than an
          asset-based fee. Fixed fees are typically billed monthly in arrears. The amount of the fixed fee is
          negotiated with the client and is subject to mutual agreement. Any changes to the fee
          arrangement will be communicated to the client and require client consent.

          Clients authorize Alder Financial Group, in writing, to deduct advisory fees directly from their
          custodial accounts. The qualified custodian maintains custody of client assets and provides
          account statements directly to clients at least quarterly. Clients are encouraged to review these
          statements carefully and compare them with any fee information provided by the firm.

          In addition to the advisory fees paid to Alder Financial Group, clients may incur certain charges
          imposed by third parties, including custodial fees, brokerage commissions, transaction fees, and
          mutual fund or exchange-traded fund expenses. These fees are separate from and in addition to
          the firm’s advisory fees. Alder Financial Group does not receive any portion of these third-party
          fees.

          The firm seeks to minimize transaction costs for clients and fulfills its fiduciary duty to seek best
          execution, as described in the Brokerage Practices section of this brochure.

Item 7          Types of Clients |

          The Alder Financial Group provides investment and planning advice to a variety of individuals
          and businesses. These include families, individuals, small businesses and their owners, and
          trusts funds. We do not impose a minimum account size but do have minimum fees as
          described in the Fees and Compensation section of this document.