Conway Financial Group LLC

Item 5: Fees and Compensation
  A.​ Annual Financial Planning & Investment Implementation Fee. In consideration of the Annual
      Financial Planning & Investment Implementation Services described above, the client shall pay
      Adviser an annual flat fee that is due and payable by the client upon presentation of an invoice
      after each annual meeting between the client and Adviser. Such fees will generally range from
      $3,000 to $15,000, and the specific fee agreed-upon between Adviser and the client shall be set
      forth in a written agreement and assessed annually. ​

  B.​ Ongoing Investment Management Fee. In consideration of the Ongoing Investment Management
      Services described above, the client shall pay Adviser an annual flat fee in three incremental
      installments within 30 days of presentation of an invoice in February, June, and October. Adviser
      generally imposes a minimum annual fee of $3,500 for Ongoing Investment Management, but
      annual fees may range up to $50,000. The specific fee agreed-upon between Adviser and the
      client shall be set forth in a written agreement and assessed annually.​

  C.​ The considerations taken into account for determining fees include the client’s investable assets,
      the number of custodians/investment accounts, client’s income, a calculation of the estimated
      hours to provide the services required, and the complexity of the client’s financial issues.​

  D.​ Fees may be payable by check, through a third-party payment processor, or deducted from the
      client’s designated account at the client’s custodian broker-dealer.

      Adviser reserves the right to stop work on any fee that is more than 60 days overdue. Any unused
      portion of fees collected in advance will be refunded within 15 days. Any earned, unpaid fees will
      be due and payable.

  E.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
      Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
      transaction-related practices. Clients will also typically incur additional fees and expenses
      imposed by independent and unaffiliated third-parties, which can include qualified custodian fees,
      mutual fund or exchange traded fund fees and expenses, mark-ups and mark-downs, spreads
      paid to market makers, wire transfer fees, check-writing fees, early-redemption charges, certain
      deferred sales charges on previously-purchased mutual funds, margin fees, charges or interest,
      IRA and qualified retirement plan fees, and other fees and taxes on brokerage accounts and
      securities transactions. These additional charges are separate and apart from the fees charged
      by Adviser.

  F.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities
      or other investment products.

                                     Date of Brochure: January 30, 2026

Item 7: Types of Clients
Adviser generally provides its services to individuals, trusts, and estates. Adviser does not require a
minimum account value to open or maintain an account, though we do require a minimum annual fee of
$3,500 for Ongoing Investment Management Services.

                                      Date of Brochure: January 30, 2026