Endurance Financial Planning LLC

Item 5: Fees and Compensation
  Fee Description and Schedule

       Wealth Management Services

 The annual wealth management fee is determined by the following schedule.

                            Account Balance (including cash                    Annual Fee
                                and cash equivalents)
                                     $0 – $500,000                                1.00%
                                 $500,001 – $1,000,000                            0.90%
                                $1,000,001 – $1,500,000                           0.80%
                                $1,500,001 - $2,000,000                           0.70%
                                 $2,000,000 and above                             0.60%

For example:
                  Client #1 - Account Size                                        $1,250,000.00
                     Account Value (including cash and                      Fee
                              cash equivalents)
                           $0 - $500,000          1.00%                $500,000.00        $ 5,000.00
                       $500,001 - $1,000,000      0.90%                $500,000.00        $ 4,500.00
                      $1,000,001 - $1,500,000     0.80%                $250,000.00        $ 2,000.00
                      $1,500,001 - $2,000,000     0.70%                       -           $-
                       $2,000,000 and above       0.60%                       -           $-
                             Total Annual Fee                                             $11,500.00
                                 Blended Fee                                                 0.92%

                  Client #2 - Account Size                                        $110,000.00
                     Account Value (including cash and cash                                Fee
                                   equivalents)
                             $0 - $500,000           1.00%                 $110,000.00           $ 1,100.00
                         $500,001 - $1,000,000       0.90%                      -                $     -
                        $1,000,001 - $1,500,000      0.80%                      -                $     -
                        $1,500,001 - $2,000,000      0.70%                      -                $     -
                         $2,000,000 and above        0.60%                      -                $     -
                                    Total Annual Fee                                             $ 1,100.00
                                       Blended fee                                                  1.00%

Wealth management fees are charged quarterly in arrears and are calculated using the average daily balance of the
Client’s account(s) including cash, cash equivalents and securities. Endurance Financial Planning will combine client
accounts to reach breakpoints. Endurance Financial Planning may, in its sole discretion, waive or reduce the wealth
management fee with respect to the accounts of certain clients, including but without limitation, employees, family
members, members and affiliates of Endurance Financial Planning.

     Comprehensive Financial Planning

The base fee for a comprehensive financial plan begins at $800 USD and may increase up to $3,000 USD based on the
complexity of the plan. The actual price is determined by the representative and agreed upon prior to the beginning of
any work on the comprehensive financial plan. Items that would potentially increase the cost of the plan include, but
is not limited to, covering investments, asset-allocation, retirement planning, insurance reviews, estate-planning,
education funding, and taxation review.

An initial deposit will be determined on a case by case basis and will not be less than $400. The remainder of the agreed
fee is due upon delivery of the comprehensive financial plan. Client will receive an invoice for services rendered.

      ERISA Plans

The annual investment advisory fee is determined by the below schedule.

                           Account Balance (including                     Annual Fee
                            cash and cash equivalents)
                                  $0 – $5,000,000                             0.50%
                             $5,000,001 – $10,000,000                         0.40%
                            $10,000,001 – $15,000,000                         0.30%
                              $15,000,001 and above                           0.25%
Fees are paid quarterly in arrears and calculated using the end of quarter balance. ERISA Plan clients may terminate

  their contracts with thirty days' written notice.

  Fee Deduction

        Wealth Management Services

  Wealth management fees are deducted from client accounts on a quarterly basis. Fees are paid quarterly in arrears and
  are calculated using the average daily balance. With the client’s written authorization, these fees are deducted from
  client accounts held at the custodian.

       Comprehensive Financial Planning

  Endurance Financial Planning does not deduct its financial planning fees. These are invoiced.

        ERISA Plans

  Fees for services to ERISA plan clients are deducted from client accounts on a quarterly basis by the custodian upon
  written authorization from the ERISA plan client.

  Third Party Fees and Expenses

  Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which may be
  incurred by the client. Clients may incur certain charges imposed by custodians, brokers, and other parties such as
  custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and
  other fees and taxes on brokerage accounts and securities transactions. Mutual fund and exchange traded funds also
...

Item 7: Types of Clients
  We offer our services to individuals, high net-worth individuals, pension and profit sharing plans, charitable
  organizations, corporations or other businesses.

  We do not have a minimum account size requirement.