Clearview Financial Planning Inc

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees
        Total Assets Under Management           Annual Fees
        $0 - $1,000,000                         1.00%

        $1,000,001 - $2,500,000                 0.90%

        $2,500,001 - $5,000,000                 0.80%

        $5,000,001 – And Up                     0.75%

The balance in the client’s account on the last day of the billing period is used to determine
the market value of the assets upon which the advisory fee is based.

These fees are generally negotiable and the final fee schedule is attached as Exhibit II of
the Investment Advisory Contract. Clients may terminate the agreement without penalty
for a full refund of CFP's fees within five business days of signing the Investment
Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract
generally with 30 days' written notice.

Financial Planning Fees

Fixed Fees

The negotiated fixed rate for creating client financial plans is between $1,000 and $3,500.

Hourly Fees

The hourly fee for these services is $200. These fees are negotiable and the final fee
schedule will be attached as Exhibit II of the Financial Planning Agreement.

Clients may terminate the agreement without penalty, for full refund of CFP’s fees, within
five business days of signing the Financial Planning Agreement. Thereafter, clients may
terminate the Financial Planning Agreement generally upon written notice.

B. Payment of Fees

Payment of Portfolio Management Fees

Asset-based portfolio management fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly basis. Fees are paid in arrears.

       Payment of Financial Planning Fees

       Financial planning fees are invoiced, or payable via check, cash, or wire.

       Fixed financial planning fees are paid in arrears upon completion.
       Hourly financial planning fees are paid in arrears.

       C. Client Responsibility for Third Party Fees

       Clients are responsible for the payment of all third party fees (i.e. custodian fees,
       brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
       distinct from the fees and expenses charged by CFP. Please see Item 12 of this brochure
       regarding broker-dealer/custodian.

       D. Prepayment of Fees

       CFP collects its fees in arrears. It does not collect fees in advance.

       E. Outside Compensation for the Sale of Securities to Clients

       Neither CFP nor its supervised persons accept any compensation for the sale of
       investment products, including asset-based sales charges or service fees from the sale of
       mutual funds.

Item 7: Types of Clients

CFP generally provides advisory services to the following types of clients:

       ❖       Individuals
       ❖       High-Net-Worth Individuals
       ❖       Charitable Organizations

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