Anderson Financial Strategies LLC

Item 5 – Fees and Compensation

Asset Management Fee Schedule
Anderson Financial Strategies does not impose a minimum account balance for the opening of an account.
The fee charged is based upon the amount of money invested. Multiple accounts of immediately related
family members, at the same mailing address, may be considered one consolidated account for billing
purposes. Fees are charged monthly, in advance. Fees will be assessed on the last day of each month,
based on the balance of the account(s) under management at the end of the month and will be due
immediately. The Adviser will not pro rate for deposits and withdrawals in the account during the billing
period. Fees will be calculated as follows:

Non-Tiered fee Schedule:

                       Assets Under Management                                 Fee

                                Up to $500,000                               1.25%

                          $500,001 to $2,500,000                             1.00%

                                 $2,500,001+                                 0.90%

                                               Example fee calculation
                                               AUM x %/12 = Total fee
The fees shown above are annual fees and may be negotiable based upon certain circumstances. No
increase in the annual fee shall be effective without prior written notification. Anderson Financial
Strategies believes the advisory fee is reasonable considering the fees charged by other investment
advisers offering similar services/programs.
The Client acknowledges and agrees that the Adviser may charge for certain additional Assets managed
for the Client by the Adviser, but not held by the Custodian (i.e. variable annuities, mutual funds, 401(k),
and variable life).

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Client accounts on the Pontera platform will be added to the Client’s overall portfolio value for the
purposes of calculating fees. Fees for qualified accounts at Pontera will not be deducted from the Pontera
account, but from one of your other taxable custodian/broker-dealer accounts.

Automatic Payment of Fee
The Client agrees to authorize the Custodian to pay directly to Anderson Financial Strategies upon receipt
of notice, the Account's investment advisory services fee. Fee withdrawals will occur no more frequently
than monthly from the Client's Account, unless specifically instructed otherwise by the Client.

The Custodian will send to the Client a statement, at least quarterly, indicating all amounts disbursed from
the Account, including the fee paid directly to Anderson Financial Strategies. Anderson Financial
Strategies' access to the Assets of the Account will be limited to trading and the withdrawals authorized
above.

Third Party Fees
Our fees do not include brokerage commissions, transaction fees, and other related costs and expenses.
You may incur certain charges imposed by custodians, and other third parties. These include fees charged
by managers, custodial fees, 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. Mutual
funds, money market funds and exchange-traded funds (ETFs) also charge internal management fees,
which are disclosed in the fund’s prospectus. These fees may include, but are not limited to, a
management fee, upfront sales charges, and other fund expenses. Certain strategies offered by us may
involve investment in mutual funds and/or ETFs. Load and no-load mutual funds may pay annual
distribution charges, sometimes referred to as “12(b)(1) fees”. These 12(b)(1) fees come from fund assets,
and thus indirectly from clients’ assets. We do not receive any compensation from these fees. All of these
fees are in addition to the management fee you pay us. You should review all fees charged to fully
understand the total amount of fees you will pay. Services similar to those offered by us may be available
elsewhere for more or less than the amounts we charge. Our brokerage practices are discussed in more
detail under Item 12 – Brokerage Practices.

Financial Planning Fees
Anderson Financial Strategies may also provide a comprehensive financial plan for a fixed fee of $1000-
$10,000, which may be negotiable depending upon the nature and complexity of the client's
circumstances. Fees are charged quarterly, in advance. Investment plans will be presented to you within
90 days of the contract date, provided that all information needed to prepare the investment plan has
been promptly provided to us. We do not accept prepayment of more than $1,200 in fees per client, six
months or more in advance. The financial planning agreement will terminate once you receive the final
plan.

The Financial Planning Agreement will show the fee you will pay.

If the plan is implemented through us, we may receive compensation from the sale of insurance products
or advisory services recommended in the financial plan. This compensation would be in addition to the
financial planning fee you pay. The fees and expenses you pay for the purchase of these products may be
more or less than the expenses you would pay should you decide to implement our recommendations
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through another investment advisory firm or insurance agent. Therefore, a conflict of interest may exist
between our interests and your interests since we may recommend products that pay us compensation.

We may have an incentive to recommend particular products based upon the potential compensation
rather than your needs. This potential conflict is addressed in our Code of Ethics.

Based upon your needs, we may also provide consultations throughout the year to advise and counsel you
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