Aspire Wealth Advisory Group LLC

Item 5 – Fees and Compensation
A.
                                   INVESTMENT ADVISORY SERVICES
     The Registrant provides investment advisory services on a fee basis. The Registrant’s investment
     advisory fee is based upon a percentage (%) of the market value of the client’s assets placed under the
     Registrant’s management. The Registrant’s investment advisory fee shall generally range between
     0.50% and 1.50% of the client’s assets under management. For clients engaging in financial planning
     or consulting services on a separate fee basis, the advisory fee for the investment management services
     may be reduced.

     The Registrant’s investment advisory fee is negotiable at Registrant’s discretion, depending upon
     objective and subjective factors including but not limited to: the amount of assets to be managed;
     portfolio composition; the scope and complexity of the engagement; use of Independent Managers; the
     anticipated number of meetings and servicing needs; related accounts; future earning capacity;
     anticipated future additional assets; the professional(s) rendering the service(s); prior relationships with
     the Registrant and/or its representatives, and negotiations with the client. As a result of these factors,
     similarly, situated clients could pay different fees, the services to be provided by the Registrant to any
     particular client could be available from other advisers at lower fees, and certain clients may have fees
     different than those specifically set forth above.

     Where the Registrant selects an Independent Manager, Registrant negotiates the fees and pays for the
     Independent Manager’s services from the Registrant’s management fee. This gives the Registrant a
     financial incentive to negotiate lower fees with Independent Manager’s to retain more of the advisory
     fee. If the Registrant chose to add Independent Manager fees to its own advisory fees, this would reduce
     the Registrant’s financial conflict and could increase or decrease overall fees to the client.

     The Registrant’s policy is to treat intra-quarter account additions and withdrawals equally (i.e., does
     not charge for intra-quarter additions or withdrawals-revise as necessary) unless indicated to the
     contrary on the Registrant’s Investment Advisory Agreement executed by the client.

     Fee Dispersion. Registrant, in its discretion, may charge a lesser or higher investment advisory fee,
     charge a flat fee, waive applicable minimum asset or minimum fee levels, 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, referrals from existing clients,
     competition, negotiations with client, etc.). 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. Registrant’s Chief Compliance Officer, Edward Karan, remains available to
    address any questions that a client or prospective client may have regarding advisory fees.

             FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE)

    The Registrant provides financial planning and/or consulting services (including investment and non-
    investment related matters, including estate planning, insurance planning, etc.) on a stand-alone fee
    basis. The Registrant may be engaged on either a project or ongoing basis.
    Registrant’s planning and consulting fees are negotiable but generally range from $500 to $2,000 per
    month, depending upon the level and scope of the service(s) required and the professional(s) rendering
    the service(s), when engaged on a project basis. When engaged on an ongoing basis, the Registrant
    shall charge a flat fee which shall be paid monthly in advance.
B. Clients may elect to have the Registrant’s advisory, planning or consulting fees deducted from their
   custodial account. Both Registrant’s Agreement and the custodial/clearing agreement may authorize the
   custodian to debit the account for the amount of such fee and to directly remit such fee to the Registrant
   in compliance with regulatory procedures. In the limited event that the Registrant bills the client
   directly, payment is due upon receipt of the Registrant’s invoice. The Registrant shall deduct fees and/or
   bill clients monthly in advance, based upon the market value of the assets on the last business day of
   the previous month.
C. As discussed below, unless the client directs otherwise or an individual client’s circumstances require,
   Registrant shall generally recommend that Charles Schwab & Co. Inc. (“Schwab”) serve as the broker-
   dealer/custodian for client investment management assets.

    Broker-dealers such as Schwab charge brokerage commissions, transaction, and/or other type fees for
    effecting certain types of securities transactions (i.e., including transaction fees for certain mutual funds,
    and mark-ups and mark-downs charged for fixed income transactions, etc.). The types of securities for
    which transaction fees, commissions, and/or other type fees (as well as the amount of those fees) shall
    differ depending upon the broker-dealer/custodian. While certain custodians, including Schwab,
    generally (with the potential exception for large orders) do not currently charge fees on individual
    equity transactions (including ETFs), others do.

    There can be no assurance that Schwab will not change their transaction fee pricing in the future.
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Item 7 – Types of Clients
The Registrant’s clients generally include individuals, business entities, trusts and estates.