Dean Wealth Partners LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Comprehensive Portfolio Management:

For mutual funds with previously charged 12b-1 fees which have been moved to Charles Schwab &
Co., Inc. (“Schwab”) member FINRA/SIPC., a fee of 0.25% will be charged for management services.

For management of all other assets under this service, the maximum annual fee charged for this
service will not exceed 1.45%. Fees will be assessed according to the following fee schedule:

ADV Part 2A – Firm Brochure                    Page 5                               Dean Wealth Partners, LLC

                                  Assets Under Management                  Annual %
                      $0                   to $500,000                       1.45
                      $500,001             to $625,000                      1.275
                      $625,001             to $750,000                      1.250
                      750,001              to $1,000,000                    1.125
                      $1,000,001           to $1,500,000                    1.020
                      $1,500,001           to $2,000,000                    0.950
                      $2,000,001           to $2,500,000                    0.850
                      $2,500,001 and over                                   0.750

Annualized fees are billed on a pro-rata basis monthly in advance. Fees will be deducted from client
account(s). Under special circumstances, fees may be negotiable. Adjustments will be made for
deposits and withdrawals during the month. When required, our firm will directly invoice Clients
from whose accounts we deduct advisory fees. As part of this process, Clients understand the
following:

    a) The client’s independent custodian sends statements at least quarterly showing the market
       values for each security included in the Assets and all account disbursements, including the
       amount of the advisory fees paid to our firm;
    b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
       firm will send an invoice directly to the custodian; and
    c) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
       information provided in our statement with those from the qualified custodian will be
       included.

Financial Planning & Consulting:

Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total
estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
engagement with the client. The maximum hourly fee to be charged will not exceed $500. Flat fees
will not exceed $10,000. The fee-paying arrangements will be determined on a case-by-case basis
and will be detailed in the signed Financial Planning & Consulting Agreement. Generally, our firm
requires fees for financial planning and consulting services to be paid upfront. However, our firm
may also bill quarterly in advance in special situations and an initial retainer will be required in most
cases. If an initial retainer is required, the remainder shall be paid pro-rata quarterly starting the
following quarter. Our firm will not require a retainer exceeding $1,200 when services cannot be
rendered within 6 months.

Fees for Financial Planning & Consulting will be directly deducted from the client’s managed account
if the client has a separate asset management agreement with our firm, or directly billed to the client’s
credit card or checking account via ACH transfer. Fees paid upfront will be deducted from the client’s
managed account or checking account via ACH transfer (as applicable) upon execution of the
Financial Planning & Consulting Agreement. Otherwise, fees will be directly deducted from the
client’s managed account or directly billed to the client’s credit card or checking account via ACH
transfer initially (if a retainer is required) and on a quarterly basis thereafter. Our firm will send an
invoice to the client with each deduction showing the fee amount and the specific manner that the
fee was calculated and the services provided.

Asset Management:

ADV Part 2A – Firm Brochure                    Page 6                               Dean Wealth Partners, LLC

For mutual funds with previously charged 12b-1 fees which have been moved to Schwab, a fee of
0.25% will be charged for management services.

For management of all other assets under this service, the maximum annual fee charged for this
service will not exceed 1.30%. Fees will be assessed according to the following fee schedule:

                                  Assets Under Management                 Annual %
                      $0                   to $500,000                      1.30
                      $500,001             to $750,000                      1.10
                      $750,001             To $1,000,000                    1.00
                      $1,000,001           to $1,500,000                    0.92
                      $1,500,001           to $2,000,000                    0.88
                      $2,000,001           to $2,500,000                    0.79
                      $2,500,001 and over                                   0.70

Annualized fees are billed on a pro-rata basis monthly in advance. Fees will be deducted from client
account(s). Under special circumstances, fees may be negotiable. Adjustments will be made for
deposits and withdrawals during the month. When required, our firm will directly invoice Clients
from whose accounts we deduct advisory fees. As part of this process, Clients understand the
following:

    a) The client’s independent custodian sends statements at least quarterly showing the market
       values for each security included in the Assets and all account disbursements, including the
       amount of the advisory fees paid to our firm;
...

Item 7: Types of Clients & Account Requirements

Our firm has the following types of clients:
   • Individuals and High Net Worth Individuals;
   • Trusts, Estates or Charitable Organizations;
   • Corporations, Limited Liability Companies and/or Other Business Types

Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
us.