Evolution Advisers Inc

Item 5: Fees and Compensation (and Discussion of Each of Our Programs)
EvoAdvisors is dedicated to the Fee-Only approach to financial planning and investment advice because we feel
it significantly reduces conflicts of interest inherent in other approaches. As a Fee-Only firm:
     -    We are solely compensated through the fees we collect from our clients. These fees are collected in either
          the form of a flat fee, hourly fee, or fee for assets under management (qualified plan sponsor clients only)
          and are discussed in more detail below.

     -    We do not receive any form of incentive-based compensation to recommend certain financial products.

     -    We do not accept ongoing compensation from any of the financial products we may recommend in the
          form of 12(b)-1 fees, trailing commissions or other continuing payouts.

     -    We do not accept commissions or referral fees.

Financial Planning and Investment Advisory Services Program
The EvoAdvisors Financial Planning and Investment Advisory Services Program combines financial planning services
with ongoing investment management to clients based upon the client’s unique circumstances and needs.
Services Provided

This program offers ongoing financial planning and investment management services to clients based upon their
unique circumstances and needs. Such financial planning services may include assistance with setting long term
financial goals, cash flow analysis, assessing the amount of investment risk that may be prudent for the client’s
portfolio, assisting the client in analyzing the client’s investment asset allocation, planning for college and
retirement expenses, insurance planning, and assistance with estate planning needs, as outlined in the program’s
Agreement. Generally, the services provided include:

     -    Development and implementation of an Investment Plan. This Investment Plan includes an Investment
          Policy Statement, which may thereafter be amended from time to time if and when the client’s
          circumstances change.

     -    Online access to the client’s household investment portfolio, utilizing secure online account access and
          online data reporting services to provide updated account values as of the preceding business day for
          assets held at custodians utilized by EvoAdvisors.

     -    Monthly or quarterly statements sent to the client directly from the corresponding custodians, brokers,
          banks, mutual funds, partnership sponsors, and/or insurance companies which hold the client’s
          investments. In an effort to reduce the use of natural resources and reduce the opportunity for identity
          theft, we encourage the use of electronic delivery of these documents through a secure online interface.

     -    Online access to performance reporting of the client’s investment portfolio.

April 15,1,2026
January     2018     Form ADV Part 2A (“Firm Brochure”)
201820187            EvoAdvisors

     -    Portfolio Reviews and Rebalancing of the portfolio, for the assets held under management, on an as-
          needed basis.

     -    Personal consultations on the services provided throughout the year. We believe it is important to meet
          at least once per year and generally, more in the first year of our work with a client.
Our Fees: Financial Planning and Investment Advisory Services Program

EvoAdvisors’ annual fee for the services set forth in the Financial Planning and Investment Advisory Services
Program is calculated according to the schedule below.
Fee schedule effective for all new clients beginning October 1, 2023.

Client Assets Under Management                            Annual Fee Calculation

$0 to $1,999,999                                          1% of assets under management*

$2,000,000 to $4,999,999                                  0.75% of assets exceeding $2,000,000

$5,000,000 to 9,999,999                                   0.30% of assets exceeding $5,000,000

$10,000,000 and above                                     0.20% of assets exceeding $10,000,000

* Subject to a minimum quarterly fee of $2,500.

Beginning October 2023, there is an additional fee of $400 per hour for analysis and support for non-managed
investment real estate. This fee is in addition to the Annual Fee Calculation above after four hours of applied
time has been completed on such activities.
How Fees are Calculated

The annual fee is set based on the fair market value of the Client's assets under management and the level of
complexity of the Client’s situation. New clients shall be charged the minimum fee until the value of the Client’s
assets under management is determined. The fee shall be adjusted annually on March 31st or as Client
circumstances change based on the fair market value of the Client's assets under management, and services
performed, unless otherwise acknowledged in writing. Fees may differ among clients based upon numerous
factors. Adviser shall not be compensated on the basis of a share of capital gains upon or capital appreciation of
all or any portion of Client funds. Fees on new accounts begin accruing on the date the Agreement is signed.
Minimum and Maximum Fees

There is a minimum annual flat fee of $10,000 for new clients utilizing the EvoAdvisors Financial Planning and
Investment Advisory Services Program services. There is no maximum amount of advised-upon assets or fees. Fees
and minimums set forth above may be modified or changed by EvoAdvisors upon 30 days’ advance written notice to
the client. Factors involved in differing fees include whether the client is related to an employee of EvoAdvisors,
our desire to serve clients in need of the assistance of EvoAdvisors’s services who otherwise cannot afford our
services, the size of the relationship, the level and type of advisory services provided and likely to be provided in
...

Item 7: Types of Clients
EvoAdvisors provides services to individuals, business owners, trusts, employer retirement plans and charitable
organizations.
Guidelines for EvoAdvisors’ Financial Planning and Investment Advisory Services Program Services are contained
in the Financial Planning and Investment Advisory Services Program Agreement. There is no minimum account
size requirement to provide investment management services. EvoAdvisors, however, requires a minimum annual
fee, as stated in Item 5.
Guidelines for EvoAdvisors’ Qualified Retirement Plan Service are contained in the Qualified Plan Advisory
Agreement.