HBA Advisors LLC

Item 5: Fees & Compensation

Compensation for Our Advisory Services

Asset Management:

                 Assets Under Management                 Annual Advisory Fee
                     Up to $999,999.99                         1.25%
                   $1,000,000-$2,499,999                       1.00%
                   $2,500,000-$4,999,999                       0.90%
                      Over $5,000,000                          0.85%

Fees to be assessed will be outlined in the advisory agreement to be signed by the Client. Annualized
fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last
day of the previous month. Adjustments will be made for deposits and withdrawals during the month.
Fees are generally not negotiable and will be deducted from client account(s). In rare cases, our firm
will agree to directly invoice. As part of this process, Clients understand the following:

    a) The client’s independent custodian sends statements at least quarterly showing the market
       values for each security included in the Assets and all account disbursements, including the
       amount of the advisory fees paid to our firm;
    b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
       firm will send an invoice directly to the custodian; and
    c) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
       information provided in our statement with those from the qualified custodian will be
       included.

Financial Planning & Consulting:

ADV Part 2A – Firm Brochure                    Page 6                           Equanimity Financial Partners

Our firm charges on a flat fee or recurring basis for financial planning and consulting services. The
total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
engagement with the client. Flat fees range from $2,500 to $20,000. Fee-paying arrangements will be
determined on a case-by-case basis and will be detailed in the signed consulting agreement. Our firm
will not require a retainer exceeding $1,200 when services cannot be rendered within 6 months.

Retirement Plan Consulting:

Our firm charges a fee based on the percentage of Plan assets under management for our Retirement
Plan Consulting services. Fees based on a percentage of managed Plan assets will not exceed 1.75%.
The fee-paying arrangements will be determined on a case-by-case basis and will be detailed in the
signed consulting agreement.

Other Types of Fees & Expenses

Clients will incur transaction fees for trades executed by their chosen custodian via individual
transaction charges. These transaction fees are separate from our firm’s advisory fees and will be
disclosed by the chosen custodian. Charles Schwab & Co., Inc. (“Schwab”) does not charge transaction
fees for U.S. listed equities and exchange traded funds.

Clients may also pay holding charges imposed by the chosen custodian for certain investments,
charges imposed directly by a mutual fund, index fund, or exchange traded fund, which shall be
disclosed in the fund’s prospectus (e.g., fund management fees and other fund expenses), distribution
fees, surrender charges, variable annuity fees, IRA and qualified retirement plan fees, mark-ups and
mark-downs, spreads paid to market makers, fees for trades executed away from custodian, wire
transfer fees and other fees and taxes on brokerage accounts and securities transactions. Our firm
does not receive a portion of these fees.

Termination & Refunds

Either party may terminate the advisory agreement signed with our firm for Asset Management
services in writing at any time. Upon notice of termination our firm will process a pro-rata refund of
the unearned portion of the advisory fees charged in advance.

Financial Planning & Consulting clients may terminate their agreement at any time before the
delivery of a financial plan by providing written notice. For purposes of calculating refunds, all work
performed by us up to the point of termination shall be calculated at mutually agreed upon hourly
rate disclosed in the signed consulting agreement. Clients will receive a pro-rata refund of unearned
fees based on the time and effort expended by our firm.

Either party to a Retirement Plan Consulting Agreement may terminate at any time by providing
written notice to the other party. Full refunds will only be made in cases where cancellation occurs
within 5 business days of signing an agreement. After 5 business days from initial signing, either
party must provide the other party 30 days written notice to terminate billing. Billing will terminate
30 days after receipt of termination notice. Clients will be charged on a pro-rata basis, which takes
into account work completed by our firm on behalf of the client. Clients will incur charges for bona
fide advisory services rendered up to the point of termination (determined as 30 days from receipt
of said written notice) and such fees will be due and payable.

Commissionable Securities Sales

ADV Part 2A – Firm Brochure                    Page 7                           Equanimity Financial Partners

Our firm and representatives do not sell securities for a commission in advisory accounts.

Item 7: Types of Clients & Account Requirements

Our firm has the following types of clients:
    •    Individuals and High Net Worth Individuals;
    •    Trusts, Estates or Charitable Organizations;
    •    Pension and Profit-Sharing Plans;
    •    Corporations, Limited Liability Companies and/or Other Business Types

Our requirements for opening and maintaining accounts or otherwise engaging us:
   • Our firm requires a minimum account balance of $500,000 and/or $250,000 family income
       for our Asset Management service. Generally, this minimum account balance requirement is
       negotiable and would be required throughout the course of the client’s relationship with our
       firm.