Hibernia Wealth Partners LLC

ITEM 5: FEES AND COMPENSATION

FEE SCHEDULES
INVESTMENT ADVISORY SERVICES
Advisory fees are negotiable, may be asset-based or fixed fees, and vary by client. Asset-based fees range
from 0-3% annually based on a multiple of factors including the complexity of services provided, the level
of assets to be managed, family relationships, and the overall relationship with HWP. The exact fee for
services will be agreed upon and listed in the Investment Advisory Agreement prior to services being
provided.
Advisory fees are deducted from your account by the qualified custodian. HWP facilitates the billing
process. Clients must consent in advance to the direct debiting of your fees from the account by signing the
Investment Advisory Agreement. Custodians deliver account statements directly to clients at least quarterly.
Account statements show all disbursements from client account(s). Clients are encouraged to review your
account statements for accuracy.
When purchasing securities and investment products away from HWP, partial withdrawals or additional
deposits may result in a prorated refund or credit of fees to your account(s). Fee adjustments for partial
withdrawals and additional deposits may be calculated in arrears on the next quarterly period billing cycle.
Fee adjustments will be calculated based on the value at the time of the additional deposit or partial
withdrawal.
All client accounts asset-based fees are billed quarterly per account and paid in advance. The Firm calculates
advisory fees based on the account’s quarter-end value. Inflows and outflows during the billing period are
not prorated unless they exceed a materiality threshold. Specifically, any deposits or withdrawals that are
less than 5% of the account’s billable value will not result in an adjustment to the advisory fee.
This approach is designed to streamline billing and reduce administrative burden while maintaining fairness
and transparency. The Firm believes this threshold-based method provides a reasonable balance between
accuracy and efficiency.
Clients are encouraged to contact the Firm with any questions regarding how their fees are calculated.
Terminated accounts are entitled to a prorated refund of any pre-paid quarterly fee based upon the number
of days remaining in the billing quarter. The account value includes cash but excludes restricted or self-
directed assets.
For any client relationship with fixed fees, the applicable amount is billed quarterly in advance. The fee
charged is one-quarter of the annual fee. For accounts terminated prior to the end of any given quarter, fees
will be calculated based on actual number of days in the quarter when the account was under HWP
management.
THIRD PARTY MANAGEMENT
For Third-Party Manager (TPM), clients pay an advisory fee as set out in the client agreement with the
TPM sponsor. For some arrangements where a TPM will be used, that advisory fee is set by the TPM. In
other arrangements, that fee is negotiated among the TPM and HWP. Fees may be different from one TPM
to another. Further, fees are not commensurate with education or experience. The TPM sponsor may
establish a fee schedule or set a minimum or maximum fee. The TPM fee schedule will be set out in the
Disclosure Brochure provided by the TPM sponsor. The advisory fee typically is based on the value of

                                                                                    Hibernia Wealth Partners
                                                                                  ADV Part 2A: Firm Brochure
                                                                                                  March 2026
                                     assets under management as valued by the custodian of the assets for the
account and will vary by program. The advisory fee typically will be deducted from the account by the
custodian and paid quarterly in arrears or in advance. The advisory fee is often paid to the TPM sponsor,
who in turn pays a portion to HWP. A TPM account may be terminated by a party pursuant to the terms
outlined in the TPM client agreement. The TPM client agreement will explain how clients can obtain a
refund of any pre-paid fee if the agreement is terminated before the end of a billing period.
FINANCIAL PLANNING AND CONSULTING
HWP charges an hourly, ongoing, and/or fixed fee for financial planning and consulting. Prior to the
planning process the Client will be provided an estimated plan fee which will be based on the complexity
of the engagement. For hourly and fixed fee arrangements, services will be completed and delivered within
six months contingent upon timely delivery of all required documentation. HWP reserves the right to waive
the fee should the Client implement the plan through HWP.
       HOURLY FEES
       Hourly Fee Services are offered based on an hourly fee of $500 per hour. Hourly fees for financial
       plans are billed 50% in advance with the balance due upon plan delivery. Hourly fees are based on
       initial estimates of hours required to create and deliver the plan and billed based on actual time used
       to complete the plan.
       FIXED FEES
       Fixed Fee Services are offered with prices ranges depending on the complexity of the engagement.
       Fees are billed 50% in advance with the balance due upon plan delivery or paid in full upfront.
       ONGOING FEES
       Ongoing Fee Services are offered based on an annual fee and charged either monthly or quarterly
       depending on the Client’s election. Fees are billed in advance of each billing period. Ongoing Fee
       Services will continue year over year until canceled, in writing, by either HWP or the Client.
Clients may terminate, with written notice to HWP, planning and/or consulting advisory services within
five business days after entering into the advisory agreement, without penalty or obligation and for a full
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ITEM 7: TYPES OF CLIENTS
HWP provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations,
retirement and pension plans, and other institutional investors. HWP does not require a minimum asset
amount for financial planning or hourly consulting.
For TPMs, the TPM sponsor typically establishes a minimum account value, which will be set out in the
account opening documents with the TPM sponsor.