Green Ridge Wealth Planning LLC

Item 5 Fees and Compensation
Portfolio Management Services

Our annual fee for portfolio management services varies between 0.85%-2% depending upon the
market value of your assets under our management, the type and complexity of the asset management
services provided, as well as the level of administration requested either directly or assumed by the
client. The fee rate will be stated in the advisory agreement. Assets in each of your account(s) are
included in the fee assessment unless specifically identified in writing for exclusion. Clients who have
engaged us for portfolio management services may receive complimentary financial planning at no
additional cost.

Our annual portfolio management fee is billed and payable, quarterly in advance, based on the
balance at end of billing period.

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. 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. 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;
    • When required by a jurisdiction, we send you an invoice showing the amount of the fee, the
      value of the assets on which the fee is based, the time period covered by the fee, and the
      specific manner in which the fee was calculated; and
    • The qualified custodian agrees to send you a statement, at least quarterly, indicating all
      amounts disbursed from your account including the amount of the advisory fee paid directly to
      our firm.

We encourage you to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If you find any inconsistent information between our invoice and the statement(s) you
receive from the qualified custodian call our main office number located on the cover page of this
brochure.

You may terminate the portfolio management agreement upon 30 days written notice. 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.

Financial Planning Services
We charge a fixed fee for financial planning services, which generally ranges between $3,500-$25,000.
The fee is negotiable depending upon the complexity and scope of the plan, your financial situation,
and your objectives. We do not require you to pay fees six or more months in advance. Should the
engagement last longer than six months between acceptance of financial planning agreement and
delivery of the financial plan, any prepaid unearned fees will be promptly returned to you less a pro
rata charge for bona fide financial planning services rendered to date.

At our discretion, we may offset our financial planning fees to the extent you implement the financial
plan through our Portfolio Management Service.

Our financial planning fees are negotiable and payable in advance of services rendered.

You may terminate the financial planning agreement upon 30 days written notice to our firm. If you
have pre-paid financial planning fees that we have not yet earned, you will receive a prorated refund of
those fees. If financial planning fees are payable in arrears, you will be responsible for a prorated fee
based on services performed prior to termination of the financial planning agreement.

Pension Consulting Services
Our advisory fees for these customized services will be negotiated with the plan sponsor or named
fiduciary on a case-by-case basis. Our annual fee for Pension Consulting Services varies between
.50%-1.00% depending upon the market value of the Plan assets, the type and complexity of the
consulting services provided, as well as the level of administration requested either directly or
assumed by the client. Our annual Pension Consulting fee is billed and payable, quarterly in arrears,
based on the balance at end of billing period.

You may terminate the pension consulting services 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 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.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our 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. You will also incur transaction charges and/or
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Item 7 Types of Clients
We offer investment advisory services to individuals (other than high net worth individuals), high net
worth individuals and pension and profit sharing plans (but not the plan participants).

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 manage effectively.

We may also combine account values for you and your minor children, joint accounts with your
spouse, and other types of related accounts to meet the stated minimum.