Childfree Wealth LLC

Item 5: Fees and Compensation
Please note, unless a Client has received this brochure at least 48 hours prior to signing a Financial Planning
Agreement (collectively, “Client Contract”), the Client Contract may be terminated by the Client within five (5)
business days of signing the Client Contract without incurring any fees. How we are paid depends on the type of
advisory services we perform. Below is a brief description of our fees, however, you should review your executed
Client Contract for more detailed information regarding the exact fees you will be paying. Similar services may
be available elsewhere for a lower fee.

Comprehensive Financial Planning and Investment Management
The fee for this service ranges from $10,000 - $15,000 per year payable quarterly in advance. This service
includes comprehensive financial planning, investment advice, and/or investment management. This service also
includes financial planning software, and regular meetings with a Childfree Wealth Specialist. The fee for this
service is negotiable at the firm's discretion.

This service may be terminated with a 30 day notice. In the event of early termination, any prepaid but unearned
fees will be refunded to the Client via our payment processing system, any deliverables of the financial plan will
be provided to the Client, and no further fees will be charged. Fees for this service may be paid by electronic
funds transfer, credit card, or deducted from the client’s accounts. ​
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This fee is subject to a 3% inflation rate.

Quarterly Financial Planning

The annual fee for this service is $5,000 payable quarterly in advance. This service includes comprehensive
financial planning only. This service also includes financial planning software, and quarterly meetings with a
Childfree Wealth Specialist. The fee for this service is negotiable at the firm's discretion.

This service may be terminated with a 30 day notice. In the event of early termination, any prepaid but unearned
fees will be refunded to the Client via our payment processing system, any deliverables of the financial plan will
be provided to the Client, and no further fees will be charged. Fees for this service may be paid by electronic
funds transfer, credit card, or deducted from the client’s accounts.

This fee is subject to a 3% inflation rate.

Hourly Financial Planning

The fee range for this service is $250 - $750 per hour, billed in 60 minute increments in advance. Hourly financial
planning is limited to 1 hour, and ongoing support or monitoring is not included with this service. The fee is
negotiable at the firm’s discretion.

Fees for this service may be paid by electronic funds transfer or credit card. In the event of early termination, any
prepaid but unearned fees will be refunded to the Client via our payment processing system, any deliverables of
the financial plan will be provided to the Client, and no further fees will be charged.

Other Types of Fees and Expenses
When implementing an investment recommendation, the Client may incur additional fees such as brokerage
commissions, transaction fees, and other related costs and expenses. Clients may incur certain charges imposed by
broker-dealers, and other third parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer
taxes, wire transfer, and electronic fund fees, and other fees and taxes on brokerage accounts and securities
transactions. Mutual fund 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 our fee, and we
shall not receive any portion of these commissions, fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for Client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).
We do not accept compensation for the sale of securities or other investment products including asset-based sales
charges or service fees from the sale of mutual funds.

Item 7: Types of Clients
We provide investment management, and financial planning services to individuals, high net-worth individuals,
charitable organizations, corporations and other businesses.
We do not have a minimum account size requirement.