CFM Wealth Partners LLC

Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into a written
agreement with the Advisor.

A. Fees for Advisory Services
Investment Management Services
Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
agreement. Investment advisory fees are based on the market value of assets under management at the end of
the prior calendar quarter. Investment advisory fees range from 0.75% to 1.25% annually based on several
factors, including: the complexity of the services to be provided, the inclusion of financial planning services, the
level of assets to be managed, and the overall relationship with the Advisor. Relationships with multiple
objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher
fee.

The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to
the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may also
have an arrangement for a fixed fee. The Client’s fees will take into consideration the aggregate assets under
management with the Advisor. All securities held in accounts managed by CFM will be independently valued by
the Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing.

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and
other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However,
the Advisor shall not receive any portion of these commissions, fees, and costs.

Clients may make additions to and withdrawals from their account[s] at any time, subject to CFM’s right to
terminate an account. Additions may be in cash or securities provided that CFM reserves the right to liquidate
any transferred securities or decline to accept particular securities into a Client’s account[s]. Clients may
                                                 CFM Wealth Partners LLC
                                      3500 Jefferson Street, Suite 315, Austin, TX 78731
                                        Phone: (512) 366-3925 | Fax: (512) 827-0033
                                                    http://cfmwealth.com

withdraw account assets on notice to CFM, subject to the usual and customary securities settlement procedures.
However, CFM designs its portfolios as long-term investments and the withdrawal of assets may impair the
achievement of a Client’s investment objectives. CFM may consult with its Clients about the options and
ramifications of transferring securities. However, Clients are advised that when transferred securities are
liquidated, they may be subject to transaction fees, fees assessed at the mutual fund level (i.e. contingent
deferred sales charge) and/or tax ramifications.

Financial Planning Services
Financial planning may be included in an overall wealth management engagement, pursuant to the terms of the
wealth management agreement. At times, the Advisor may offer financial planning and consulting services as a
separate engagement and fee. In such instances, CFM offers its services either on an hourly basis or a fixed
engagement fee. Hourly engagements range up to $500 per hour. Fixed engagement fees are based on the
expected effort and duration to complete the engagement at the negotiated rate. Fees may be negotiable based
on the nature and complexity of the services to be provided and the overall relationship with the Advisor. An
estimate for total hours and total costs will be provided to the Client prior to engaging for these services.

Retirement Plan Advisory Services
Fees for retirement plan advisory services are charged an annual asset-based fee of up to 0.75%. Fees are
billed in advance of each calendar quarter, pursuant to the terms of the retirement plan advisory agreement.
Retirement plan advisory fees are based on the market value of assets under management at the end of the prior
calendar quarter. Fees may be negotiable depending on the size and complexity of the Plan.

B. Fee Billing
Investment Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s]
at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be
deducted from the Client’s account[s] at the beginning of the respective quarter-end date. The amount due is
calculated by applying the quarterly rate (annual rate divided by 4) to the total assets under management with
CFM at the end of the prior quarter. Clients will be provided with a statement, at least quarterly, from the
Custodian reflecting deduction of the investment advisory fee. Clients provide written authorization permitting
advisory fees to be deducted by CFM to be paid directly from their account[s] held by the Custodian as part of
the investment advisory agreement and separate account forms provided by the Custodian. Certain Clients may
also have arrangements with the Advisor that are invoiced to the Client or paid from other accounts by the Client.

Financial Planning Services
Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the
financial planning agreement. The balance shall be invoiced upon completion of the agreed-upon deliverable[s].

Retirement Plan Advisory Services
Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the
Plan, depending on the terms of the retirement plan advisory agreement.

C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than CFM, in connection with
...

Item 7 – Types of Clients
CFM offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable
organizations, businesses and retirement plans. CFM requires a minimum relationship size of $3,000,000 to
effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor.