Knox Wealth Partners Advisory LLC

Item 5 – Fees and Compensation

Fees For Asset Management Services

Investment advisor representatives may only provide services and charge fees based on the account
agreement. However, the exact service and fees charged to a particular client are dependent upon the
representative that is working with the client. Investment advisor representative will consider the individual
needs of each client when recommending an advisory platform. Furthermore, investment strategies and
recommendations are tailored to the individual needs of each client.

      Asset management fees are deducted by LPL Financial LLC as the qualified custodian in advance.

           o Clients of Knox Wealth Partners Advisory enter into a separate agreement regarding the
             amount of asset management fees to be deducted.

           o Knox Wealth Partners Advisory does not have the independent ability to increase an asset
             management fee.
      LPL Financial LLC as the qualified custodian sends clients of Knox Wealth Partners Advisory
       quarterly performance report that details the:

           o amount of the fee charged;
           o amount of assets subject to the fee; and,
           o time period covered by the fee.

The specific fee charged is negotiated but will not exceed a total annual fee of 2.5% based on the account
specifics such as household account size, management style, complexity of holdings, investment type,
management strategy and the expected amount of time and effort required.

Fees are billed in advance based assets under management as of the last business day of the previous quarter.

                  [Quarter End Value X Advisory Fee] / 360 x 90 Days = Advance Billing

Clients may also incur certain charges imposed by third-parties in connection with investments made in the
account(s), including , but not necessarily limited to, the following types of charges: investment managers,
mutual fund management fees and administrative serving fees, mutual fund 12b-1 fees, certain deferred
sales charges on previously purchased mutual funds, clearing, custody, postage and handling, other
transaction charges and service fees (i.e. account transfer fees, wire transfer fees, termination fees, etc.)
interest on debt balances, IRA Qualified Retirement Plan fees, and other costs or charges with securities
transactions mandated by law. Further information regarding charges and fees assessed by a mutual fund or
other securities sponsors is available in the appropriate prospectus or disclosure statement.

Fees are prorated (based on the number of days service is provided during the initial billing period) for client’s
account opened at any time other than the beginning of the billing period. If asset management services are
commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at
the same time as the next full billing period’s fee is billed in advance .

Clients may terminate the agreement without penalty for a full refund of the fees within five business days

 of signing an agreement. Thereafter, clients may terminate the agreement with 30 days' written notice. If
 the advisory agreement is terminated before the end of the quarterly period, client is entitled to a pro-rated
 refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after
 the termination date, which will be processed by the custodian.

 Fees For Financial Planning and Consulting Services

 Fees charged for our financial planning and consulting services are negotiable based upon the type of client,
 the client’s financial situation and background, the services requested, the investment adviser representative
 providing the services, the complexity of the client's situation, the composition of the client's account, other
 advisory services provided and the relationship of the client and the investment adviser representative.

 Before commencing financial planning consulting services, Knox Wealth Partners Advisory provides an
 estimate of the approximate hours needed to complete the requested financial planning or consulting service.
 If Knox Wealth Partners Advisory anticipates exceeding the estimated amount of hours required, Knox Wealth
 Partners Advisory will contact you to receive authorization to provide additional services.

 The following are the fee arrangements available for financial planning and consulting services offered by
 Knox Wealth Partners Advisory.

Fixed Fees

Knox Wealth Partners Advisory provides financial planning and consulting services under a fixed fee
arrangement. A mutually agreed upon fixed fee is charged for financial planning or consulting services under
this arrangement. The minimum fixed fee charged is generally $250 and the maximum fixed fee is generally no
more than $10,000. The amount of the fixed fee for your engagement is specified in your agreement with Knox
Wealth Partners Advisory.

Fixed fees for one-time financial planning and consulting services are billed upon completion of the services
and due immediately. Fixed fees for on-going financial planning and consulting services are billed monthly in
arrears or upon completion of a specific project.

Hourly Fees

Knox Wealth Partners Advisory provides financial planning and consulting services under an hourly fee
arrangement. An hourly fee of $100 - $350 per hour is charged by Knox Wealth Partners Advisory for services
under this arrangement. The hourly fee is determined by the investment adviser representative providing the
services.

Hourly fees for one-time financial planning and consulting services are billed upon completion of the services
and due immediately. Hourly fees for on-going financial planning and consulting services are billed monthly in
arrears or upon completion of a specific project.

                           Other Fee Terms for Financial Planning & Consulting Services
...

Item 7 – Types of Clients

 Knox Wealth Partners Advisory generally provides advisory services to high net worth individuals and
 business owners. However, the advisory services offered by Knox Wealth Partners Advisory may be
 offered to additional types of clients as such opportunities may arise.

                                    Minimum Investment Amounts Required

There are no minimum investment amounts or conditions required for establishing an account managed by
Knox Wealth Partners Advisory. However, all clients are required to execute an agreement for services in order
to establish a client arrangement with Knox Wealth Partners Advisory

Advisory services offered through certain programs sponsored by LPL Financial Corporation (LPL) may have
minimum account and minimum fee requirements in order to participate in their programs. Any minimum
account size and fees are disclosed in LPL’s Form ADV Part 2A Disclosure Brochure.

The minimum fixed fee charged for financial planning and consulting services is $250 or the minimum is
waived at the discretion of the firm.