Crawford Gregory Jason

Item 5: Fees and Compensation

Flat Fees CFP&C may charge clients an annual flat fee retainer based on the unique needs and
complexity of each client's situation. The amount of the fee is determined by the nature of the
services requested by the client and the magnitude of the services required to satisfy the client's
needs. The flat fee may range from $2,000 to $4,000 annually. The fee will be billed on a quarterly
basis in advance. The flat fee is negotiable.

       A. Fee Schedule

       Portfolio Management Fees

               Total Assets Under Management          Annual Fees
               $0 - $750,000                          1.00%

               $750,001 - AND UP                      0.80%

       The advisory fee is calculated using the value of the assets in the Account on the last
       business day of the prior billing period.

       These fees are generally negotiable and 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 CFP&C's fees within five business days of signing the Investment Advisory
       Contract. Thereafter, clients may terminate the Investment Advisory Contract
       immediately upon written notice.

       Flat Fees CFP&C may charge clients an annual flat fee retainer based on the unique needs
       and complexity of each client's situation. The amount of the fee is determined by the
       nature of the services requested by the client and the magnitude of the services required
       to satisfy the client's needs. The flat fee may range from $2,000 to $4,000 annually. The
       fee will be billed on a quarterly basis in advance. The flat fee is negotiable.

Financial Planning Fees

Hourly Fees

The hourly fee for these services is $220.

Clients may terminate the agreement without penalty, for full refund of CFP&C’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Asset-based portfolio management fees are withdrawn directly from the client’s accounts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 the client’s written authorization on a quarterly basis or may be invoiced and billed
directly to the client on a quarterly basis. Fees are paid in advance.

Payment of Financial Planning Fees

Financial planning fees are paid via check.

Hourly financial planning fees are paid in arrears upon completion.

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&C. Please see Item 12 of this brochure
regarding broker-dealer/custodian.

D. Prepayment of Fees

CFP&C 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.)

       E. Outside Compensation For the Sale of Securities to Clients

       Neither CFP&C 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&C generally provides advisory services to the following types of clients:

       ❖      Individuals
       ❖      High-Net-Worth Individuals

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