KFA Private Wealth Group LLC

Item 5: Fees & Compensation

Financial Planning & Consulting:

Our firm charges on an hourly or flat fee 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 $500 to $5,000 and hourly fees range from $100 to
$400. Our firm requires a retainer of 50% of the ultimate financial planning or consulting fee at the
time of signing. The remainder of the fee will be directly billed to the client and due upon financial
plan being delivered or consultation rendered. Our firm will not require a retainer exceeding $1,200
when services cannot be rendered within 6 months.

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Retirement Plan Consulting:

Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the
percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee
charged, is based on the scope and complexity of our engagement with the client. 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

Fidelity Brokerage Services (“Fidelity”) eliminated transaction fees for U.S. listed equities and
exchange traded funds for clients who opt into electronic delivery of statements or maintain at least
$1 million in assets at Fidelity. Clients who do not meet either criteria will be subject to transaction
fees charged by Fidelity for U.S. listed equities and exchange traded funds.

Clients may also pay holdings 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 (i.e., fund management fees, initial or deferred sales charges,
mutual fund sales loads, 12b-1 fees, surrender charges, variable annuity fees, IRA and qualified
retirement plan fees, and other fund expenses), 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.

Wrap clients will not incur transaction costs for trades by their chosen custodian. More information
about this can be found in our separate Wrap Fee Program Brochure.

Commissionable Securities Sales

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

KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for
starting and maintaining an investment management relationship. Certain Independent Managers
may, however, impose more restrictive account requirements and billing practices from the Firm. In

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these instances, KFA Private Wealth Group may alter its corresponding account requirements and/or
billing practices to accommodate those of the Independent Managers.