Bryant Woods Investment Advisors LLC

Item 5: Fees & Compensation

    Compensation for Our Advisory Services

    Comprehensive Portfolio Management:

    Landmark provides investment management services for an annual fee based upon a percentage of
    the market value of the assets being managed by Landmark. Landmark’s annual fee is exclusive of,
    and in addition to brokerage commissions, transaction fees, and other related costs and expenses
    which are incurred by the client. Landmark does not, however, receive any portion of these
    commissions, fees, and costs.

    The maximum annual fee charged for this service will not exceed 1.00%. Fees to be assessed will be
    outlined in the advisory agreement to be signed by the client. Our firm bills on cash or cash
    equivalents, unless otherwise discussed with the client. Annualized fees are billed on a pro-rata basis
    quarterly in advance based on the market value of the account(s) being managed by Landmark on
    the last day of the previous quarter. Landmark, in its sole discretion, may negotiate to charge a lesser
    management fee 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, pre-existing client, account retention, pro bono activities, etc. and will be deducted from
    client account(s). Our firm does not make adjustments for routine deposits or withdrawals except in
    cases of significant deposits, new client’s relationships, or client terminations. In rare cases, our firm
    will agree to directly invoice. As part of this process, Clients understand the following:

ADV Part 2A – Firm Brochure                         Page 5                               Landmark Wealth Management

         a) The client’s independent custodian sends statements at least quarterly showing the market
            values for each security included in the Assets and all account disbursements, including the
            amount of the advisory fees paid to our firm;
         b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
            firm will send an invoice directly to the custodian; and
         c) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
            information provided in our statement with those from the qualified custodian will be
            included.

    Advice on other matters—Landmark provides financial advice upon client request and/or as the
    situation requires. There is no additional fee charged for this type of service. Up to 20% of
    Landmark’s time is spent on these matters.

    Employer-Sponsored ERISA Plan Consulting:

    We charge a fee based on the percentage of Plan assets under management. The total estimated fee,
    as well as the ultimate fee that we charge the client, is based on the scope and complexity of our
    engagement. Fees based on a percentage of managed Plan assets will not exceed 1.00%. Fees are
    prorated and charged either monthly or quarterly in advance based upon the market value of the
    Plan’s Account(s) on the last day of the previous month or quarter.

    The Adviser's fees will be debited directly from the Plan's Account(s) and the Client authorizes the
    custodian for the Plan assets, which may be upon instruction from the Plan's administrator, to deduct
    Adviser’s fees directly from the Plan's Account(s). Client shall have the responsibility to verify the
    accuracy of the fee calculation.

    Other Types of Fees & Expenses

    Landmark’s fees are exclusive of brokerage commissions, transaction fees, and other related costs
    and expenses which shall be incurred by the client. Clients may incur certain charges imposed by
    custodians, brokers, third party investment and other third parties such as fees charged by managers,
    custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer, check
    overnighting and electronic fund fees, and other fees and taxes on brokerage accounts and securities
    transactions. Mutual funds and exchange traded funds also charge internal management fees, which
    are disclosed in a fund’s prospectus. Such charges, fees and commissions are exclusive of and in
    addition to Landmark’s fee, and Landmark shall not receive any portion of these commissions, fees,
    and costs.

    Fidelity Brokerage Services (“Fidelity”) eliminated transaction fees for U.S. listed equities and
    exchange traded funds for clients who opt into electronic delivery of statements or maintain at least
    $1 million in assets at Fidelity. Clients who do not meet either criteria will be subject to transaction
    fees charged by Fidelity for U.S. listed equities and exchange traded funds.

    Termination & Refunds

    Either party may terminate the advisory agreement signed with our firm for Comprehensive
    Portfolio Management service in writing at any time. Upon notice of termination our firm will process
    a pro-rata refund of the unearned portion of the advisory fees charged in advance at the beginning of
    the quarter.

ADV Part 2A – Firm Brochure                        Page 6                               Landmark Wealth Management

    Either party to an Employer-Sponsored ERISA Plan Consulting Agreement may terminate at any time
    by providing written notice to the other party. Full refunds will only be made in cases where
    cancellation occurs within 5 business days of signing an agreement. After 5 business days from initial
    signing, either party must provide the other party 30 days written notice to terminate billing. Billing
    will terminate 30 days after receipt of termination notice. Clients will be charged on a pro-rata basis,
    which takes into account work completed by our firm on behalf of the client. Clients will incur charges
...

Item 7: Types of Clients & Account Requirements

    Our firm has the following types of clients:
       • Individuals and High Net Worth Individuals;
       • Corporate Pension and Profit Sharing Plans;
       • Charitable Institutions, Foundations, Endowments, and Private Investment Funds
       • Corporations, Limited Liability Companies and/or Other Business Entities
       • State and/or Municipal Government Entities

    Our requirements for opening accounts or otherwise engaging us:
       • Our firm requires a minimum initial account balance of $500,000 for our Comprehensive
           Portfolio Management service. The minimum initial account balance requirement is
           negotiable, and does not apply to existing clients or clients who fall below this threshold
           during the course of management.

         •    Clients who opt into electronic delivery of statements or maintain at least $1 million in assets
              at Fidelity will not be charged transaction fees for U.S. listed equities and exchange traded
              funds.