Avalon Advisory Group LLC

Item 5 – Fees and Compensation

Aspire Wealth Architects provides independent, fee-only investment management services. We receive no
commissions from trading marketable securities or compensation for financial products and services that we
recommend to our clients.

The advisory fee is calculated and billed quarterly, in advance, meaning we collect the fee at the beginning of
the quarter’s billing period. The advisory fee will be based upon the custodian reported account value as of the
last business day of the previous quarter. Fees will be deducted directly from your account(s) based on the

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client’s authorization to the qualified custodian holding your assets. The initial billing period’s management fee
will be billed at the time of inflow and plan establishment. The initial bill will be prorated for the remaining days in
the quarter based on the current value. Aspire Wealth Architects does not generally adjust bills for inflows and
outflows from Client accounts during the quarter. However, if a material contribution is received during the
quarter the Firm will pro-rate the portion of any significant capital contribution for the remaining days in the
quarter at the time of receipt and adoption of the plan. Held-Away assets managed by us are invoiced and paid
by check or other agreed upon method, not to include direct debiting of the account itself. In the event of
termination of a relationship, any prepaid, unearned fees associated with this Agreement are refunded.

Aspire Wealth Architects advisory fees will not exceed 1.25% per annum for advisory relationships with natural
persons or non-benefit plan institutional relationships. The fee for investment advisory services is negotiable
based on the sole discretion of management. Each client’s effective fee, based on their level of assets, is
outlined in their advisory agreement. A typical fee schedule adheres to a tier based schedule, categorized as
legacy or individual.

All Advisory Fees are exclusive of brokerage commissions, transactions fees and other related costs and
expenses which shall typically be incurred by the client as charged by the custodian. Mutual funds, exchange
traded funds, and annuities all charge internal management fees and other expenses, which are disclosed in a
fund’s or annuities’ prospectus or equivalent disclosure document and are directly deducted from the value of
such investment vehicles. Such charges, fees and commissions are exclusive of and in addition to Aspire
Wealth Architects’ fee. Aspire Wealth Architects and/or its Advisors do not receive any portion of these
commissions, fees and costs and do not have any affiliation with the sponsors or providers of these investment
vehicles.

Item 7 – Types of Clients

Aspire Wealth Architects provides portfolio management services to individuals, high net worth individuals,
trusts, estates, and business entities. Aspire does not require an account minimum to engage our services.