La Crosse Financial Planning Inc

Item	5:	Fees	and	Compensation

A.	Fee	Schedule
Portfolio	Management	Fees
               Total	Assets	Under	Management	         Annual	Fees

               On the first $500,000                  1.50%1 (Up to 5.00% for a limited time)

               On $500,001 - $1,000,000               1.00% (up to 2.00%)

               On $1,000,001 And Up                   0.50% (up to 1.00%)

                 There is a minimum quarterly fee on household billable assets. While there is no account
               minimum, the minimum fee will be assessed if the percentage fee calculated on billable assets
               is less than the minimum fee stated in the Financial & Investment Planning Agreement.
The advisory fee is calculated using the value of the assets in the Account on the last business day of the prior
billing period. The fee schedule is a blended tier fee schedule.
The fees shown are the standard fees but are generally negotiable, and the final fee schedule will be
memorialized in the client’s advisory agreement. Clients may terminate the agreement without penalty for a
full refund of FFPN's fees within five business days of signing the Investment Advisory Services Agreement.
After that, clients may terminate the Investment Advisory Services Agreement generally with five days' written
notice.

Financial	Planning	Fees
Fixed	Fees
The fixed rate for creating client financial plans may range from $2,500 to $25,000.

Ongoing	Financial	Planning	Fees
The negotiated fixed rate for ongoing financial planning services may be $250 to $25,000 monthly. Fees may
be paid in advance, monthly or quarterly.

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Form ADV Part 2A                                                            Fiduciary Financial Planning Network

Clients may terminate the agreement without penalty, for a full refund of FFPN’s fees, within five business days
of signing the Financial Planning Agreement. After that, clients may terminate the Financial Planning
Agreement within thirty days upon written notice.

B.	Payment	of	Fees
Payment	of	Portfolio	Management	Fees
Asset-based portfolio management fees are withdrawn directly from the client's accounts with the client's
written authorization every month. Fees are paid in advance.

Payment	of	Financial	Planning	Fees
Financial planning fees are paid via check, ACH, or credit card via AdvicePay, or by direct debit from a Schwab
Brokerage Account.
Fixed financial planning fees are paid 100% in advance but never more than six months in advance.

Payment	of	Ongoing	Financial	Planning	Fees
On-going Financial planning fees are paid via check, ACH, or credit card via AdvicePay, or by direct debit from
a Schwab Brokerage Account.

C.	Client	Responsibility	For	Third-Party	Fees
Clients are responsible for paying all third-party fees (i.e., custodian fees, brokerage fees, mutual fund fees,
transaction fees, etc.). Those fees are separate and distinct from the fees and expenses charged by FFPN.
Please see Item 12 of this brochure regarding broker-dealer/custodian.

D.	Prepayment	of	Fees
FFPN collects fees in advance. Refunds for fees paid in advance but not yet earned will be refunded on a
prorated basis and returned within fourteen days to the client via check or return deposit into the client’s
account.
For all asset-based fees paid in advance, the fee refunded will be equal to the balance of the fees collected in
advance minus the daily rate* times the number of days elapsed in the billing period up to and including the
day of termination. (*The daily rate is calculated by dividing the annual asset-based fee rate by 365.)
Fixed fees collected in advance will be refunded based on the prorated amount of work completed at the point
of termination.

E.	Outside	Compensation	For	the	Sale	of	Securities	to	Clients
FFPN does not accept commissions for the sale of securities to clients. FFPN only accepts fees paid directly
by the client.

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Form ADV Part 2A                                                              Fiduciary Financial Planning Network

Item	7:	Types	of	Clients
FFPN generally provides advisory services to the following types of clients:
       ❖       Individuals
       ❖       High Net-worth Individuals
       ❖       Small Businesses
There is no account minimum for any of FFPN’s services.