Financial Planning Services Inc

Item 5 Fees and Compensation
Portfolio Management Services
Our fee for Portfolio Management Services is based on a percentage of your assets we manage and is
set forth in the following fee schedule:

                Account Value                                        Maximum Fee
                $1 to $250,000                                          1.75%
                $250,001 to $750,000                                    1.50%
                $750,001 to $1,250,000                                  1.35%
                $1,250,001 and up                                       1.15%

Our annual Portfolio Management fee is billed and payable quarterly in advance based on the value of
your account on the last trading day of the previous quarter. Our advisory fee is negotiable, depending
on individual client circumstances. In limited circumstances, we may charge advisory fees that slightly
exceed our standard tiered fee scheduled (noted above) where the client relationship is more complex
in nature and/or requires additional advisory assistance.

If the Portfolio Management 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. If you become a client after
the first day of a calendar quarter, your fees will be billed in arrears for that quarter only and then
quarterly in advance for all subsequent calendar quarters.

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. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.

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 the following requirements are met:

    • You provide our firm with written authorization permitting the fees to be paid directly from your
      account held by the qualified custodian.
    • The qualified custodian agrees to send you an invoice, at least quarterly, indicating all amounts
      dispersed from your account including the amount of the advisory fee paid directly to our firm.

You may terminate the Portfolio Management agreement upon 30-days’ written notice to our firm. You

will incur a pro rata charge for services rendered prior to the termination of the Portfolio Management
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. If you have pre-paid advisory fees that we have not yet earned, you
will receive a prorated refund of those fees.

If you have any questions about the statement(s) you receive from the qualified custodian call our main
office number located on the cover page of this brochure.

Web-based Financial Consulting and Planning Services

We charge a fixed fee for web-based financial consulting services. Our service and associated fee
structure allows us to provide services to those who may have little to no investable assets. We begin
with a monthly fixed advisory fee which is due at the beginning of each month. We offer three options
for web-based financial consulting designed to meet your individual need and circumstances as
follows:

Silver Package
The annual fixed fee for this service is $469.00 payable in twelve monthly installments of $39.00 at the
beginning of each monthly period. The following services are included in the Silver Package

    • Account aggregation (Use of eMoney)
    • 24/7 email access to me to answer general financial questions. (No specific investment
      questions here.)
    • Access to our monthly pre-recorded educational webinars.
    • Access to educational video library.

Gold Package
The annual fixed fee for this service is $1,188.00 payable in twelve monthly installments of $99.00 at
the beginning of each monthly period. There is a one-time upfront fee of $250.00 for a comprehensive
review of your current brokerage and retirement accounts that are not being managed by our firm on
a continuous basis. The following services are included in the Gold Package:

    • All service provided in the Silver package.
    • Semi-annual account reviews with one hour of time allotted for a conference call for each
      review.
    • One hour of time per month via a conference call to discuss any financial topic or
      predetermined topic with specific investment recommendations provided.

Platinum Package

The annual fixed fee for this service is $2,388.00 payable in twelve monthly installments of $199.00 at
the beginning of each monthly period. There is a one-time upfront fee of $250.00 for a comprehensive
review of your current brokerage and retirement accounts that are not being managed by our firm on
a continuous basis. The following services are included in the Gold Package:

    • All services provided in the Silver and Gold Packages.
    • Quarterly account reviews with one hour of time allotted for a conference call for each review.
    • Includes monitoring client portfolio holdings on a weekly basis with a monthly portfolio summary
      report provided using Morningstar.
    • Unlimited phone calls to advisor.
    • Specific investment recommendations provided.

The fee and the required form of payment will be stated in your agreement with Integrated Financial
Strategies, LLC. Following your prior written authorization, your fees will be deducted through
automatic ACH withdrawals / credit card that you set up in advance for payment.
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Item 7 Types of Clients
We offer investment advisory services to individuals (including high net worth individuals), corporations
and other business entities.

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.