Elevate Planners LLC

Item 5 - Fees and Compensation
    Forms of payment are based on the types of services being provided, terms of service, etc., and will be
    stated in our engagement agreement. Our published fees are negotiable, and we may waive or discount our
    fees for our associates, their family members, as well as pre-existing relationships. We strive to offer fees
    that are fair and reasonable considering the experience of our firm and the services to be provided. Similar
    services may be made available from other advisers and potentially at a lesser fee.

    Our firm does not accept cash, gift cards, or money orders for its engagements. Fees are to be paid to our
    firm by check or draft from US-based financial institutions. With a client’s prior written authorization,
    payment may also be made by credit or debit card through a qualified, unaffiliated PCI compliant 7 third-
    party processor, or withdrawal from their investment account held at their custodian of record. We do not
    retain debit or credit card information.

    Fee Schedules
    Retainer Services
    We prefer that clients engage us via our retainer services. We first develop the client’s plan, then present
    their plan, followed by being available to assist the client over the course of the year to ensure various

6   This Form ADV Part 2A firm brochure serves as our ERISA §408(b)(2) disclosure.
7   We do not retain debit/credit card data. We discourage the use of interest-bearing credit cards for the payment of ongoing advisory
    fees. For an explanation of the term “PCI,” the PCI Security Standards Council, and comprehensive standards to enhance payment
    card data security, go to https://www.pcisecuritystandards.org/security_standards/index.php

    Elevate Planners, LLC
    Form ADV Part 2A – 20251016

planning action items are accomplished. We are paid a fixed fee (aka. “retainer” fee) for this service ranging
from $2,000 to $30,000 per year. The retainer fee can be paid to our firm in full, in advance, or in quarterly
or monthly installments that are due in the first 10 calendar days of each billing cycle. Our fee will take into
consideration factors such as the complexity of the client’s financial profile, the depth of services to be
provided through the engagement, assets that comprise their overall portfolio, number of accounts
comprising the portfolio, the time involved in the engagement, among others. Clients with more extensive
planning needs, such as accounts with listed and non-traditional assets, unique multi-generational estate
issues, wide-ranging charitable matters, special needs households, business planning, etc., are typically
engagements warranting the upper end of our fixed fee engagement. The plan’s delivery will be made
within six months of the initial payment, followed by implementation and maintenance.

Hourly/Limited Planning
In special circumstances, such as addressing a pressing single financial planning component, our services
may be offered on an hourly basis at the rate of $400 per hour. Prior to entering into an agreement with our
firm, the client will receive an estimate of the overall cost based on their planning requirements and the
time involved. No deposit is required at the execution of the hourly engagement agreement; the entire fee
will be due upon plan delivery. However, an hourly engagement lasting more than one month will be billed
at the end of each month for time incurred. We will provide an invoice that will include the fee charged, the
period covered by the fee, and the fee calculation itself.

Note that the firm will not collect an advanced fee from a client of $1,200 or more for a planning service that
we have agreed to perform six months or more into the future. Delays on the part of the client to schedule
meetings to communicate the plan, or not providing necessary supporting documents to the firm, do not
constitute work not performed by our firm to prepare the plan.

Portfolio Management
Elevate Planners does not assess account opening or administration fees to initiate its portfolio
management services, nor is there a minimum account size to open or maintain the investment account
managed by our firm. Portfolios are assessed an annualized asset-based fee that is paid to the firm in arrears
on a quarterly basis. For the benefit of discounting the asset-based fee, we aggregate accounts for the same
household.

The asset-based portfolio management fee is determined by multiplying the account value at the end of
each quarter by the applicable annualized basis points (bps) set forth in the fee table below (one basis point
equals 1/100 of one percent), and then dividing that value by four to arrive at the fee. We will prorate our
fee if the engagement begins or ends in between billing periods.

    Assets Under Management               Annualized Asset-Based Fee              Quarterly Asset-Based Fee
           $0 - $249,999                       1.20% (120 bps)                         0.30% (30 bps)
        $250,000 - $499,999                    1.00% (100 bps)                         0.25% (25 bps)
       $500,000 - $1,499,999                   0.95% (95 bps)                       0.2375% (23.75 bps)
     $1,500,000 - $2,999,999                   0.80% (80 bps)                          0.20% (20 bps)
      $3,000,000 -$4,999,999                   0.70% (70 bps)                        0.175% (17.5 bps)
     $5,000,000 - $9,999,999                   0.60% (60 bps)                          0.15% (15 bps)
        $10,000,000 - Above                    0.50% (50 bps)                        0.125% (12.5 bps)

       Quarterly Fee Formula: ((quarter’s end market value) x (applicable annualized number of basis points)) ÷ 4

Elevate Planners, LLC
Form ADV Part 2A – 20251016

Fee Example: A portfolio management account under our firm’s management maintaining $200,000 of
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Item 7 - Types of Clients
Elevate Planners provides its services to individuals, high net worth individuals, small businesses, as well as
their retirement/pension plans. We do not require minimum income levels or other similar preconditions for
our services described in this firm brochure. Certain sub-advisers may require minimum investable assets to
engage their services which will be described to the client in advance of the engagement.