Atlas Wealth Partners LLC

ITEM 5:     FEES AND COMPENSATION
     A.     Fees Charged

     Asset Management

     AWP’s asset management fees range from 0.50% to 1.50% per annum of the gross market
     value of a client’s assets managed by AWP, as shown in the schedule below. Fees are
     negotiable, and may be higher or lower than this range, based on the nature of the account, and
     the origin of the client (many clients that have worked with AWP’s professionals in the past may
     continue with the fee percentages imposed by the principal’s prior firms). Factors affecting fee
     percentages include the size of the account, complexity of asset structures, the extent of the
     anticipated financial planning work to be included with the engagement, and other factors. All
     clients, but especially those with smaller accounts, should be advised they may receive similar
     services from other professionals for higher or lower overall costs.

     Ongoing financial planning services are included in the above fees for asset management clients
     whose financial plans were created by AWP. In the event that the client needs significant
     planning services beyond maintaining their existing plan, or if a client’s plan originated with
     another advisor, AWP may determine to charge for these additional planning services. This
     would be determined by both AWP and the client prior to beginning the services, and a separate
     agreement detailing the services and fee would be required so that all parties are aware of the
     terms of the engagement.

     There may be special circumstances where AWP arranges a fixed fee for asset management
     with a client. This fixed fee is determined by AWP and the client, factoring the nature and size
     of the account and complexity of asset structures.

     B.     Fee Payment

     Asset management fees will be debited directly from client accounts. All asset management
     fees will be calculated on a quarterly basis, in advance, and the value used for the fee calculation
     is the average daily balance of the portfolio for the previous quarter. In calculating the market
     value of a client’s assets, assets allocated to cash or a cash proxy, such as a money market
     account, will be included in the calculation of assets under management. The average daily
     balance is the sum of each day’s balance divided by the number of days during that quarter.
     This means that if your annual fee is 1.00%, we will take the previous quarter’s average daily
     balance, multiply the value by 1.00%, and then divide by 4 to calculate our fee. The “gross” asset
     value relates to the limited number of clients who, at their own election, choose to have margin

accounts, which may increase the amount of assets through borrowing. By utilizing the average
daily balance, both contributions and withdrawals are considered in assessing the value of the
account for billing purposes.

All clients will receive an invoice that describes how the fees were calculated, including the value
used, the percentage fee, the time period covered by the fee, and the amount. The invoice will
also state that the fee was not independently calculated by the custodian. The client will also
receive a statement from their account custodian showing all transactions in their account,
including the fee. For clients electing to have fees directly debited from an account, those fees
will be debited from the account(s) designated by the client. Clients may elect to have fees for
each account paid by that account or paid by another account. Once the fee calculation is made,
AWP will instruct the account custodian to deduct the fee from the applicable account(s) and
remit that fee to AWP.

C.      Other Fees

There are a number of other fees that can be associated with holding and investing in securities.
You will be responsible for fees including transaction fees for the purchase or sale of a mutual
fund or Exchange Traded Fund, or commissions for the purchase or sale of a stock. Expenses
of a fund will not be included in management fees, as they are deducted from the value of the
shares by the mutual fund manager. For complete discussion of expenses related to each
mutual fund, you should read a copy of the prospectus issued by that fund. AWP can provide
or direct you to a copy of the prospectus for any fund that we recommend to you.

For clients with a portion of their assets managed by a third-party manager, such manager will
charge a separate and additional fee for their services. AWP will debit the entire fee and forward
a portion of that fee to the manager.

Please make sure to read Item 12 of this informational brochure, where we discuss broker-
dealer and custodial issues.

D.      Pro-rata Fees

If a client engages AWP to provide asset management services during a billing quarter, the fees
for that quarter will be pro-rated according to the number of days left until the next quarter.
Likewise, if a client terminates services during a quarter, the client will receive a refund for fees
collected in advance but related to services that would have been provided from the date of
termination through the end of the billing quarter. In either case, AWP will calculate the total
fee that would be due for the quarter, divide the fee by the number of days in the quarter to
arrive at a daily rate, count the number of days the client was or will be a client during that quarter
(as applicable) and multiply that number by the daily rate. AWP will cease to perform services,
including processing trades and distributions, upon termination. Assets not transferred from
terminated accounts within 30 (thirty) days of termination may be “de-linked”, meaning they will
no longer be visible to AWP and will become a retail account with the custodian.

E.      Compensation for the Sale of Securities.

This item is not applicable.

ITEM 7:     TYPES OF CLIENTS
     Clients advised include individuals, trusts, and participant directed pension plans AWP does not
     have an account minimum for clients.