Founders Grove Wealth Partners LLC

Item 5: Fees & Compensation

FGWP offers services for an annual fee based on the amount of assets under the Firm’s
management. This management fee varies but will not exceed 150 basis points (1.50%),
depending upon the size and composition of a client’s portfolio, the type and amount of services
rendered and the individual(s) providing the services.

If an account is being charged a minimum account program fee because of the total market value
of the account, the advisory fee charged can be higher than the stated maximum annual fee
quoted above.

Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the
account(s) on the last day of the previous quarter. Fees will be deducted from client account(s).
Adjustments will be made for deposits and withdrawals during the quarter that are more than
$50,000. The Firm can offer direct invoicing in rare cases. If the advisory agreement is executed
at any time other than the first day of the calendar quarter, the 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

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for which the individual is a client. The advisory fee is negotiable, depending on individual client
circumstances and account type.

At FGWP’s discretion, the Firm can combine the account values of family members to determine
the applicable advisory fee. For example, the Firm can combine account values for client and
client’s minor children, joint accounts with client’s spouse, and other types of related accounts.
Combining account values can increase the asset total, which can result in the client paying a
reduced advisory fee. The Firm will deduct its fee directly from the client’s account through the
qualified custodian holding funds and securities. The Firm will deduct its advisory fee only when
client has given the Firm written authorization permitting the fees to be paid directly from the
account. Further, the qualified custodian will deliver an account statement to clients at least
quarterly. These account statements will show all disbursements from the account. Clients should
review all statements for accuracy.

Dynasty Network

As discussed above in Item 4, the Firm uses Dynasty's TAMP services. Depending on the program
used or chosen by the client, the Dynasty Program Fee is included in the annual investment
management fee or paid by the client. The third-party manager related charges are not included
in the investment management fee client pays to the Firm. Clients will be charged, separate from
and in addition to their investment management fee, any applicable third-party manager fees. The
Firm does not receive any portion of the fees paid directly to Dynasty or the service providers
made available through its platform, including the third-party managers.

If a third-party money manager is used to manage your account, there are some third-party
managers that charge their management fees using average daily balance. The TAMP will
calculate these third-party money manager fees as described above, quarterly in advance.
Because these two methodologies differ, a reconciliation is necessary at the end of the quarter to
ensure accurate billing. This true-up billing, which can be a credit or debit, reflects the difference
between the quarterly in advance fee (TAMP) and the actual fee based on average daily balances
(Third-party manager).

The Dynasty Program fees that are allocated to the client will be as follows:

 Program                           Maximum Fee                       Minimum Account Fee
 UMA                               .19%                              $120
 SMA – Equity                      .16%                              $120
 SMA – Taxable FI                  .10%                              $120
 SMA – Muni                        .08%                              $120

All other Program Fees will be absorbed by the Firm. Clients should note that the total fee reflected
on their custodial statement will represent the sum of the Firm’s investment management fee,
Platform Fee(s), and third-party manager fee(s), accordingly. The client should review such
statements to determine the total amount of fees associated with their requisite investments, and
clients should review their Advisory Agreement with the Firm to determine the investment
management fee the client pays to the Firm.

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Under the Dynasty TAMP, the Firm can use mutual fund and ETF asset allocation strategies. The
Platform Fee for these strategies/models will be up to .04%. This Platform Fee will be separate
from the investment management fee. The client should be aware that the underlying securities
have internal expenses and/or management fees associated with them, however the Firm does
not participate in any of Dynasty’s or other third-party fees.

Fee Discretion

FGWP can, in rare occasions, negotiate to charge a lesser fee based upon certain criteria, such
as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets
to be managed, related accounts, account composition, pre-existing/legacy client relationship,
account retention, pro bono activities, or competitive purposes.

Additional Fees and Expenses

The Firm can invest in mutual funds and exchange traded funds. The fees that clients pay to the
Firm for investment advisory services are separate and distinct from the fees and expenses
charged by mutual funds or exchange traded funds (described in each fund's prospectus) to their
shareholders. These fees will generally include a management fee and other fund expenses.
Clients will also incur transaction charges and/or brokerage fees when purchasing or selling
...

Item 7: Types of Clients & Account Requirements

ADV Part 2A – Firm Brochure                   Page 9                     Founders Grove Wealth Partners, LLC

FGWP offers services to individuals and high net worth individuals; trusts, estates, retirement
plans, and profit sharing plans; corporations, Limited Liability Companies and/or other business
types.

Minimum Account Requirements

The Firm generally requires a minimum account balance of $2,500,000 for portfolio management
services. However, exceptions can be made on a case-by-case basis at the Firm’s discretion.