Alpha Financial Advisors LLC

Item 5: Fees and Compensation
   Financial Planning and Investment Advisory Services
       Alpha Financial’s Financial Planning and Investment Advisory Services
       combine financial planning services with ongoing investment management to
       clients based upon the client’s unique circumstances and needs.
       Financial planning services may include assistance with setting short and long
       term financial goals, cash flow analysis, assessing the investment risk that may
       be prudent for the client’s portfolio, assisting the client in analyzing the client’s
       investment asset allocation, planning for college and retirement expenses,
       insurance planning, and assistance with estate planning needs. Generally, the
       services provided include:
       - Development and implementation of an investment objective and related
       investment allocation, which may thereafter be amended from time to time if
       and when the client’s circumstances change.
       - Monthly or quarterly statements sent to the client directly from the
       corresponding custodians, brokers, banks, mutual funds, partnership sponsors,
       and/or insurance companies which hold the client’s investments. In an effort to
       reduce the use of natural resources and reduce the opportunity for identity theft,
       we encourage the use of electronic delivery of these documents through a
       secure online interface.
       - Portfolio Reviews and Rebalancing of the portfolio, for the assets held under
       management, on an as-needed basis.
       - Personal consultations on the services provided throughout the year. We
       believe it is important to meet at least two times per year and generally, more
       in the first year of our work with a client.

                              Alpha Financial Advisors, LLC

Financial Planning and Investment Advisory Services Fees
    The annualized fee for investment management services is calculated
    according to the following schedule:

     Assets under management                                               Annual fee
     First $1,000,000                                                      1.00%*
     Additional assets above $1,000,000 but less than $3,000,000           0.50%
     Additional assets above $3,000,000                                    0.35%

     *A minimum quarterly fee of $1,875 applies to new clients, subject to Item 7
     below.

     Fee Dispersion. Alpha Financial, in its discretion, may charge a lesser
     investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee
     on a different interval, based upon certain criteria (i.e. anticipated future earning
     capacity, anticipated future additional assets, dollar amount of assets to be
     managed, related accounts, account composition, complexity of the
     engagement, anticipated services to be rendered, grandfathered fee
     schedules, employees and family members, courtesy accounts, competition,
     negotiations with client, etc.). Please Note: As result of the above, similarly
     situated clients could pay different fees. In addition, similar advisory services
     may be available from other investment advisers for similar or lower
     fees. Please Also Note: In the event that the client is subject to an annual
     minimum fee, the client could pay a higher percentage fee than referenced
     above. ANY QUESTIONS: Alpha Financial’s Chief Compliance Officer, Ann
     Reilley, remains available to address any questions that a client or prospective
     client may have regarding advisory fees.

Fee Billing
    Financial Planning and Investment Advisory Services investment management
    fees are billed quarterly, in arrears, meaning that we invoice you after the three-
    month billing period has ended. Payment in full is expected upon invoice
    presentation. Fees are usually deducted from a designated client account to
    facilitate billing. The client must consent in advance to direct debiting of their
    investment account.
     New clients are billed pro-rata for the partial quarter.

General Fee Information
    Custodians may charge transaction fees on purchases or sales of certain
    mutual funds and exchange-traded funds. These transaction charges are
    usually small and incidental to the purchase or sale of a security. Alpha
    Financial believes the selection of the security is more important than the
    nominal fee that the custodian charges to buy or sell the security.

                            Alpha Financial Advisors, LLC

       All fees paid to Alpha Financial for investment management services are
       separate and distinct from the fees and expenses charged by mutual funds
       and/or ETF’s to their shareholders. The funds’ fees and expenses are
       described in each fund’s prospectus and will generally include a management
       fee, other fund expenses, and a possible distribution fee. The client should
       review both the fees charged by the funds and our fees to fully understand the
       total amount of fees to be paid by the client and to thereby evaluate the advisory
       services being provided.
       Alpha Financial is deemed to be a fiduciary to advisory clients that are
       employee benefit plans or individual retirement accounts (IRAs) pursuant to the
       Employee Retirement Income and Securities Act (“ERISA”), and regulations
       under the Internal Revenue Code of 1986 (the “Code”). As such, Alpha
       Financial is subject to specific duties and obligations that include among other
       things, restrictions concerning certain forms of compensation. To avoid
       engaging in prohibited transactions, Alpha Financial only charges fees for
       investment advice about products to which our firm or any related persons do
       not receive any commissions or 12b-1 fees.

   Independent Manager Fees
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Item 7: Types of Clients

    Description
        Alpha Financial provides advisory services to the following types of clients: high
        net worth individuals, pension and profit sharing plans, and trusts.
         Client relationships vary in scope and length of service.

    Account Minimums
        The minimum investment management relationship size is $750,000 of assets
        under management, which equates to a minimum annual fee of $7,500.
         Alpha Financial has the discretion to waive the minimum investment
         management relationship size or corresponding minimum annual fee.
         Accounts of less than $750,000 may be set up when the client and the advisor
         anticipate the client will add additional funds to the accounts bringing the total
         to $750,000 within a reasonable time. Other exceptions will apply to employees
         of Alpha Financial and their relatives, or relatives of existing clients.