Anderson Financial Partners Inc

Item 5              Fees and Compensation

Full Service Fee Structure:

         0.30% on the first $10 million of investment assets

         0.15% on investment assets in excess of $10 million

         Minimum Fee:                                      $10,000.00

         Maximum Fee:                                      Subject to negotiation

Services Include:         Investment Policy Design & Implementation

                          Asset Allocation Modeling (By Investment Style)

                          Manager Search / Peer (Style) Analysis

                          Performance Evaluation (Quarterly)

                          Vendor Fee and Service Negotiations

401k / 403b Review Services:

0.10% of Assets - Minimum Fee: $15,000.00 / Maximum Fee: Subject to negotiation, plus out of pocket
expenses.

Replacement of Fund Vendor Fee: Subject to Scope of the Project.

Special Projects:

$500.00 per hour plus out-of-pocket expenses.

*Fees are not negotiable, however Anderson Financial will waive certain fees when appropriate.

Billing Practices

Anderson Financial bills clients for fees incurred quarterly in arrears.

                                                                        Anderson Financial Partners, Inc. 8
                                                                             Form ADV Part 2 Brochure

If Anderson Financial is ever paid a “marketing” or “referral” fee or commission for deploying client assets
such monies received by Anderson Financial are credited 100% to the corresponding client’s invoice. In
no circumstances does Anderson Financial profit from the selection of an investment manager for a client.

Anderson Financial does not recommend the purchase of specific securities. In service to our clients, we
focus on risk tolerance, asset allocation and the recommendation of specialist managers who then
manage specific portions of the client’s investment portfolio. The fees we charge are for our consulting
services and are not related to the specific investments or investment products contained within a
client’s portfolio. The fees are either fixed per quarter or year, or are based on a percentage of the
assets in the client portfolio. Therefore, our fees can in no way be construed as commissions on
products purchased or sold. Additionally, we do not charge fees contingent upon the success of a
recommendation and our principals are not paid based on the results generated in a client’s portfolio.

Item 7          Types of Clients

Anderson Financial Partners currently consults to 34 clients, consisting of high net worth individuals, not-
for-profit corporations and foundations, and pension and 401(k) plans. While there is no minimum
account size, our minimum fee is cost prohibitive for accounts below a certain size.