Gordian Wealth Advisors LLC

Item 5 – Fees and Compensation
GWA charges asset-based fees for its advisory client services. Fees can be deducted from the advisory
client’s account, or the advisory client may elect to receive a bill. Fee payment methods are
documented in the Investment Management Agreement (“IMA”) between GWA and the advisory
client. Advisory clients who elect to have fees deducted from their account(s) will receive monthly
account statements that reflect and disclose the fee amount deducted. Advisory clients who elect to
be billed for fees incurred will receive bills quarterly.
The annual fee shall be computed on the basis of the schedule set forth as follows (or as negotiated
with the client) and shall be paid quarterly in advance:
        Assets Under Advisement (AUA)             Standard Fee
        First $5 million                 1.50% of AUA
        $5 million to $15 million        $75.000 +1.35% of AUA over $5 million
        $15 million to $25 million       $210,000 +1.20% of AUA over $15 million
        $25 million to $50 million       $330,000 + 1.00% of AUA over $25 million
        Over $50 million                 negotiable
GWA may at its option increase the advisory fee one (1) time per year, effective on the anniversary
of the effective date of the IMA, by an amount equal to the increase in the Consumer Price Index in
the United States over the one (1)-year period immediately prior to that anniversary date, however
the advisory fee for all assets in all accounts will not exceed the standard fee.
Fees may be discounted on a case-by-case basis only with the approval of the supervisor.
If an advisory contract is terminated within 5 days of signing and delivery of this disclosure Brochure,
no fees may be charged.
Additions & withdrawals
Assets shall be valued and the advisory fee calculated as of the close of business on the last business
day of the preceding calendar quarter in such manner as will, in the judgment of the Firm, best and
most accurately reflect their fair market value. Substantial additions to or withdrawals from client
advisory accounts may be pro-rated on an equitable basis for the period the assets involved were
under management. In the event that a fee period is less than one full quarter, the advisory fee shall

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                                                                   Gordian Wealth Advisors, LLC

be calculated by multiplying a full quarterly management fee by a fraction, the numerator of which
shall be the number of days that the advisory agreement is in effect prior to the end of the calendar
quarter and the denominator of which shall be the number of days in the quarter. It is noted that
withdrawals may prevent the advisory client’s portfolio from achieving investment objectives as the
Firm’s recommended strategies tend to be more long-term in nature. Withdrawals are subject to
securities settlement procedures.

Upon termination of a relationship (terminated by either party in accordance with the terms of the
client advisory agreement), advisory clients will remain liable for any accrued but unpaid fees
through the date of termination. In the event any assets are invested in illiquid private funds, clients
remain liable to pay annual fees, calculated on the basis of the remaining assets invested in such
private fund(s), for the remainder of such private fund’s investment. Clients should review their
advisory agreement for further details.

Lower fees for comparable services may be available from other sources.
Transaction and custodial related costs
The above noted fees are not inclusive of custodial fees charged by the custodial broker-dealer. As
such, advisory clients may incur brokerage and other transaction costs in connection with services
provided by the Firm. These fees are disclosed in the IMA and on the monthly brokerage statements.
See Item 12 “Brokerage Practices” for more information regarding brokerage practices.
Other fees
In certain instances, GWA will charge a one-time fee for the introduction of a specific investment
opportunity. Such fees will be disclosed to advisory clients at the time of investment and will require
a separate, signed statement acknowledging the fee.
Independent managers
As previously discussed in Item 4, in certain instances GWA recommends independent managers to
manage certain types of investments in advisory client portfolios. Fees charged by the independent
manager and broker-dealer/custodian of the account are generally in addition to GWA’s advisory fee
discussed above. In some cases, independent managers have billing practices that vary from our
practices discussed above. As such, we may alter our advisory client account requirements or billing
practices to accommodate those independent managers.
Please refer to the independent manager’s ADV Part 2 disclosure Brochure for specific terms relating
to the independent managers you select through your relationship with GWA as their terms may vary
from that of GWA.
Financial Planning
As mentioned in Item 4 above GWA does not charge a separate fee for financial planning services.
Other Compensation
Representatives of GWA enter into selling agreements with independent managers and issuers of
private offerings through a broker-dealer relationship with Capulent, LLC. The representative of
GWA may receive transaction-based compensation for referring investors or clients under these

                                                                              Part 2A of ADV:
                                                                  Gordian Wealth Advisors, LLC

selling agreements. In instances where GWA advisory clients are referred under these selling
agreements and transaction-based compensation is received, the following will occur:
   •   The amount of selling compensation will be disclosed to the client.
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Item 7 – Types of Clients
The Firm’s advisory clients include high net worth individuals, trusts and estates.