Capasso Planning Partners LLC

Item 5: Fees and Compensation
Portfolio Management Fees
 Total Assets under Management           Annual Fee

 $1 - $1,000,000                         1.00%

 $1,000,001 - $3,000,000                 0.80%

 $3,000,001 - $4,500,000                 0.70%

 $4,500,001 - $6,000,000                 0.60%

 $6,000,001 and up                       0.50%

CPP LCC may charge a minimum management fee, which, if applicable, will be disclosed fully in the
client’s Investment Advisory Contract. The advisory fee is calculated using the value of the assets in the
Account on the last business day of the prior billing period. Fees vary and are negotiable. The maximum
annual fee for investment advisory services is 1.25%. If clients are provided additional services such as
financial planning, those fees are separate and in addition to this fee, and can be paid through the client’s
brokerage accounts. If billed using the tiered fee schedule (not the annual flat rate), clients will pay a
different rate for different portions of their assets under management, depending on the applicable tier.
As the client’s assets grow, the rates for each tier will apply to the corresponding portion of the total
portfolio. The fee rate for each tier is applied only to the portion of assets within that tier.
The final fee schedule will be memorialized in the client’s advisory agreement. Clients may terminate the
agreement without penalty for a full refund of CPP LLC's fees within five business days of signing the
Investment Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract
immediately upon written notice.
Asset-based portfolio management fees are withdrawn directly from the client's accounts with client's
written authorization on a monthly or quarterly basis or may be invoiced and billed directly to the client
on a quarterly basis. Clients may select the method in which they are billed. Fees are paid in advance.

Capasso Planning Partners LLC                                                                  Page 6 of 16
Form ADV Part 2A: October 15, 2025

Financial Planning Fees
Financial planning fees are paid either via check, wire, online processing system, or withdrawn directly
from the client’s custodial account with the client’s written authorization. There is a minimum fee of
$2,400 for all financial planning services.

Fixed Fees
The negotiated fixed rate for creating client financial plans is between $1,500 and $100,000. Fixed
financial planning fees are paid quarterly or semi-annually in advance, but never more than six months in
advance.

Hourly Fees
The hourly fee for ongoing financial planning services ranges from $250- $350. The fees are negotiable,
and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement. Hourly
financial planning fees are paid quarterly in arrears.
Clients may terminate the agreement without penalty, for full refund of CPP LLC’s fees, within five
business days of signing the Financial Planning Agreement. Thereafter, clients may terminate the
Financial Planning Agreement generally upon written notice.

Selection of Other Advisers Fees
The notice of termination requirement and payment of fees for third-party investment advisers will
depend on the specific third-party adviser selected.
CPP LLC may direct clients to third-party investment advisers at its discretion. For certain third-party
investment advisers, CPP LLC receives the fee paid by the client and compensates the third-party
investment adviser separately. For other third-party investment advisers, the client pays the third-party
fee directly to the third-party investment adviser, pursuant to an agreement that the client executes with
the third-party investment adviser that discloses this fee.

Client Responsibility for Other Fees
Clients are responsible for the payment of all third-party fees (i.e., custodian fees, commissions,
brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and distinct from the
fees and expenses charged by CPP LLC. Please see Item 12 of this brochure regarding broker-dealers and
custodians.

Billing on Held Away Assets
CCP LLC manages assets not held at the primary custodian, including but not limited to 401K plans, 529
plans and private investments. CCP LLC will charge portfolio management fees as describe above for
providing services on these assets. The fee is deducted from an account under CCP LLC primary custodian
or paid directly by the client on a quarterly basis. The fees are based on the assets provided by the third-
party custodian at the close of the quarter.

Capasso Planning Partners LLC                                                                 Page 7 of 16
Form ADV Part 2A: October 15, 2025

Prepayment of Fees
CPP LLC collects fees in advance. Refunds for fees paid in advance but not yet earned will be refunded on
a prorated basis and returned within fourteen days to the client via check or return deposit back into the
client’s account.
For all asset-based fees paid in advance, the fee refunded will be equal to the balance of the fees
collected in advance minus the daily rate* times the number of days elapsed in the billing period up to
and including the day of termination. (*The daily rate is calculated by dividing the annual asset-based fee
rate by 365.)
Fixed fees that are collected in advance will be refunded based on the prorated amount of work
completed at the point of termination.

Outside Compensation for the Sale of Securities to Clients
Certain representatives of CPP LLC are licensed insurance agents and, from time to time, will offer clients
advice or insurance products from this activity. Clients should be aware that these services, in certain
instances, pay a commission or other compensation and this presents a conflict of interest, as these
commissionable insurance products conflict with the fiduciary duties of a registered investment adviser.
...

Item 7: Types of Clients
CPP LLC generally provides advisory services to the following types of clients:
    •   Individuals
    •   High-Net-Worth Individuals
    •   Charitable Organizations
    •   Corporations or other businesses

There is no account minimum for any of CPP LLC’s services.