Fiduciary Wealth Group LLC

Fees and Compensation - Item 5

 Wealth Management Services
 Our fee for wealth management services is based on a percentage of the assets in your account and is set forth
 in the following tiered annual fixed fee schedule:

  Assets Under Management                                   Annual Maximum Fee
  $0 - $499,999                                             $4,000
  $500,000 - $749,999                                       $6,000
  $750,000 - $999,999                                       $8,000
  $1,000,000 - $1,499,999                                   $10,000
  $1,500,000 - $1,999,999                                   $14,000
  $2,000,000 - $2,499,999                                   $18,000
  $2,500,000 - $2,999,999                                   $22,000
  $3,000,000 - $4,000,000                                   $26,000
  $4,000,000 and up                                         $30,000

Fiduciary Wealth Group, LLC
Form ADV Part 2A Brochure

 Some clients may be subject to a fee schedule that was in effect at the time they became a client, which may differ
 than our current fee schedule noted above.

 Our annual wealth management fee is billed and payable quarterly in advance. If the agreement is executed at
 any time other than the first day of a calendar quarter, our fees will apply on a pro rata basis, which means that
 the advisory fee is payable in proportion to the number of days in the quarter for which you are a client. Our
 advisory fee is negotiable, depending on individual client circumstances.

 At our discretion, we may combine the account values of family members living in the same household to
 determine the applicable advisory fee. For example, we may combine account values for you and your minor
 children, joint accounts with your spouse, and other types of related accounts.

 We will deduct our fee directly from your account through the qualified custodian holding your funds and
 securities. We will deduct our advisory fee only when you have given our firm written authorization permitting
 the fees to be paid directly from your account. Further, the qualified custodian will deliver an account statement
 to you at least quarterly. These account statements will show all disbursements from your account. You should
 review all statements for accuracy. In limited circumstances and at our sole discretion, we may agree to invoice
 you directly in lieu of debiting our fee from your account via the custodian.

 Either party may terminate the engagement by providing written notice to the other party (email and/or ACAT
 notice will suffice). You will incur a pro rata charge for services rendered prior to the termination of the
 agreement, which means you will incur advisory fees only in proportion to the number of days in the quarter for
 which you are a client. Upon termination, any unearned fees will be refunded to you.

 Financial Planning and Consulting Services
 For our one-time comprehensive planning services, we charge a maximum fixed fee ranging up to $12,500. The
 fee is typically payable 50% in advance, with the remaining balance due upon completion of services rendered.
 These services generally conclude within 3-4 months from the inception of the engagement, but may take longer
 depending on the client’s responsiveness with providing the financial documentation and information needed to
 complete the planning project.

 We also offer financial consulting services where we charge a maximum hourly rate of $350 payable upon
 completion of services rendered. In our sole discretion, our hourly rate is negotiable depending on the scope and
 complexity of the project, your situation, and your financial objectives.

 Our financial planning and consulting fee and payment arrangement are negotiable with each individual client.
 Clients will be invoiced directly for financial planning and consulting fees or the client may authorize us to bill an
 existing account that we manage under our management services. Either party may terminate the engagement
 by providing written notice (email will suffice) to the other party. Clients will incur a pro rata charge for services
 rendered prior to the termination of the agreement, and will receive a refund for unearned fees if an advance is
 negotiated.

 Tax Preparation and Filing Services
 For tax preparation and filing services, we charge a fixed fee ranging up to $3,500. Clients will be invoiced directly
 for these stand-alone services. Clients that have engaged our firm for wealth management services receive
 complimentary tax preparation and filing services as part of that engagement.

 Retirement Plan Consulting Services
 Our advisory fee for retirement plan consulting services is based on a percentage of the plan assets, which may
 range up to an annual fee of 1.25% of plan assets. This fee may be negotiated with the plan sponsor or named
 fiduciary on a case-by-case basis. We may also negotiate an annual fixed fee or other fee structure depending

Fiduciary Wealth Group, LLC
Form ADV Part 2A Brochure

 upon the client’s circumstances. Our fee is typically billed quarterly in arrears based on the value of plan assets
 on the last day of the quarter.

 Either party to the agreement may terminate the agreement upon written notice (email will suffice) to the other
 party. The retirement plan consulting fees will be prorated for the quarter in which the termination notice is given
 and any unearned fees will be refunded to the client.

 As disclosed above, we offer various levels of advisory and consulting services to employee benefit plans ("Plan")
 and to the participants of such plans (“Participants”). Pursuant to adopted regulations of the U.S. Department of
 Labor, we are required to provide the Plan's responsible plan fiduciary (the person who has the authority to
 engage us as an investment adviser to the Plan) with a description of the services we provide to the Plan, the
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Types of Clients - Item 7

 We typically offer investment advisory services to individuals, high-net worth individuals, pension and profit-
 sharing plans, and other registered investment advisers.

Fiduciary Wealth Group, LLC
Form ADV Part 2A Brochure

 In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we
 have the right to terminate your Account if it falls below a minimum size which, in our sole opinion, is too small
 to effectively manage.

                    Methods of Analysis, Investment Strategies and Risk of Loss - Item 8

 Our Methods of Analysis and Investment Strategies
 The primary investment strategy recommended for client accounts is strategic asset allocation utilizing a core and
 satellite approach. This means that we use individual equities passively-managed index and exchange-traded
 funds as the core investments, and then add actively-managed funds where there are greater opportunities for
 added return. Portfolios are periodically globally diversified to control the risk associated with traditional markets.

 The investment strategy for a specific client is based upon the objectives stated by the client during consultations.
 The client may change these objectives at any time. Strategies may include long-term purchases, short-term
 purchases, trading, short sales, margin transactions, and option writing (including covered options, uncovered
 options or spreading strategies).

 We may use one or more of the following methods of analysis or investment strategies when providing
 investment advice to you:

 Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's
 financial statements, details regarding the company's product line, the experience and expertise of the company's
 management, and the outlook for the company and its industry. The resulting data is used to measure the true
 value of the company's stock compared to the current market value.

          Risk: The risk of fundamental analysis is that information obtained may be incorrect and the analysis may
          not provide an accurate estimate of earnings, which may be the basis for a stock's value. If securities
          prices adjust rapidly to new information, utilizing fundamental analysis may not result in favorable
          performance.

 Long-Term Purchases - securities purchased with the expectation that the value of those securities will grow over
 a relatively long period of time, generally greater than one year.

          Risk: Using a long-term purchase strategy generally assumes the financial markets will go up in the long-
          term which may not be the case. There is also the risk that the segment of the market that you are
          invested in or perhaps just your particular investment will go down over time even if the overall financial
          markets advance. Purchasing investments long-term may create an opportunity cost - "locking-up"
          assets that may be better utilized in the short-term in other investments.

 Short-Term Purchases - securities purchased with the expectation that they will be sold within a relatively short
 period of time, generally less than one year, to take advantage of the securities' short-term price fluctuations.

          Risk: Using a short-term purchase strategy generally assumes that we can predict how financial markets
          will perform in the short-term which may be very difficult and will incur a disproportionately higher
          amount of transaction costs compared to long-term trading. There are many factors that can affect
          financial market performance in the short-term (such as short-term interest rate changes, cyclical
          earnings announcements, etc.) but may have a smaller impact over longer periods of times.

Fiduciary Wealth Group, LLC
Form ADV Part 2A Brochure

 Cash Management - In managing the cash maintained in your account, we utilize the sole exclusive cash vehicle
 (money market) made available by the custodian. There may be other cash management options away from the
 custodian available to you with higher yields or safer underlying investments. We manage cash balances in your
 account based on the yield, and the financial soundness of the money markets and other short-term instruments.

 Risk of Loss
 Investing in securities involves risk of loss that you should be prepared to bear. We do not represent or guarantee
 that our services or methods of analysis can or will predict future results, successfully identify market tops or
 bottoms, or insulate clients from losses due to market corrections or declines. We cannot offer any guarantees
 or promises that your financial goals and objectives will be met. Past performance is in no way an indication of
 future performance.

 Other Risk Considerations
 When evaluating risk, financial loss may be viewed differently by each client and may depend on many different
 risks, each of which may affect the probability and magnitude of any potential losses. The following risks may not
 be all-inclusive, but should be considered carefully by a prospective client before retaining our services.

 Liquidity Risk: The risk of being unable to sell your investment at a fair price at a given time due to high volatility
 or lack of active liquid markets. You may receive a lower price or it may not be possible to sell the investment at
 all.

 Credit Risk: Credit risk typically applies to debt investments such as corporate, municipal, and sovereign fixed
 income or bonds. A bond issuing entity can experience a credit event that could impair or erase the value of an
 issuer’s securities held by a client.

 Inflation and Interest Rate Risk: Security prices and portfolio returns will likely vary in response to changes in
 inflation and interest rates. Inflation causes the value of future dollars to be worth less and may reduce the
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