Landmark Wealth Advisors LLC

Item 5 Fees and Compensation

Portfolio Management Services
We typically charge an annual percentage-based fee for portfolio management services. If you
terminate services with the firm a prorated fee will be due for the number of days you were a client in
the quarter. The following is a sample fee schedule provided for illustrative purposes.

                                             Annual Fee Calculation

                                       Under $500,000                 1.50%
                                       $500,000 to $1,000,000         1.25%
                                       Over $1,000,000                1.00%

Our annual portfolio management fee is billed and payable quarterly in arrears or advance based on
the average daily value of your account throughout the previous quarter. At our discretion, we may
negotiate fee's that differ from the schedule listed above.

Some legacy clients are charged based on the value of the account on the last business day of the
previous quarter. All other clients are charged based on the average daily balance of the account
throughout the quarter.

Legacy clients may be subject to a different fee schedule than that stated above.

At our discretion, we may agree to “household” certain client accounts for purposes of fee calculation
depending on the client relationship and overall services provided. The exact services and fees will be
agreed upon and disclosed prior to services being provided. Fees and how they are charged are
negotiable. At our discretion, we can charge a lesser investment advisory fee, charge a flat fee, or
waive a fee entirely based upon certain criteria including but not limited to: the client’s financial
situation and circumstances, the amount of assets under management and anticipated to be under
management, account householding arrangements, the complexity of the services provided, related
accounts, account composition, grandfathered fee schedules, employees and family members,
courtesy accounts, and negotiations with client, etc. In some cases where the advisory relationship
changes and the scope of services rendered materially expands fees may be adjusted as mutually
agreed to and as evidenced by a signed agreement.

Deduction of Client Fees

Fees are generally deducted directly from the client’s account. Clients must provide the custodian with
written authorization to have fees deducted from the account and paid to us. The custodian will send
client statements, at least quarterly, showing all disbursements for the account including the amount of
the advisory fee, if deducted directly from the account.

Portfolio management services may be terminated by either party at any time. If services are
terminated during a quarter, fees due are pro-rated based on the period we managed the assets prior
to termination. The date of termination will be used to calculate the final fee payment. Upon termination
we will have no obligation to recommend or take any action with regard to the securities, cash or other
investments in your account(s). If you have pre-paid advisory fees that we have not yet earned, you
will receive a prorated refund of those fees.

We encourage clients to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If any inconsistent information between our invoice and the statement(s) you receive from
the qualified custodian, please call our main office number located on the cover page of this brochure.

Financial Planning Services
We charge a fixed fee for financial planning services, which generally ranges between $2,500-$5,000.
The fee is negotiable depending upon the complexity and scope of the plan, your financial situation,
and your objectives. We do not require you to pay fees six or more months in advance. Should the

engagement last longer than six months between acceptance of financial planning agreement and
delivery of the financial plan, any prepaid unearned fees will be promptly returned to you less a pro
rata charge for bona fide financial planning services rendered to date.

Alternatively, depending on the arrangements made at the time of the engagement, we may agree
to charge an hourly fee of $200 for financial planning services. An estimate of the total time/cost will be
determined at the start of the advisory relationship. In limited circumstances, the cost/time could
potentially exceed the initial estimate. In such cases, we will notify you and request that you approve
the additional fee.

Fees are due upon completion of services rendered. We do not require prepayment of a fee more than
six months in advance and in excess of $1,200.

You may terminate the financial planning agreement by providing written notice to our firm. You will
incur a pro rata charge for services rendered prior to the termination of the agreement.

Selection of Other Advisers
Depending on the arrangements made at the time of the engagement as well as the arrangements
established by the particular MM to whom you are referred, we may either charge you a separate fee
for the selection of other advisers or we will share in the advisory fee you pay directly to the MM. In
either case, the fees will be deducted from your account at the same time. The advisory fee you pay to
the MM is established and payable in accordance with the brochure provided by each MM to whom
you are referred. These fees may or may not be negotiable. Our compensation may differ depending
upon the individual agreement we have with each MM. As such, a conflict of interest exists where our
firm or persons associated with our firm has an incentive to recommend one MM over another MM with
whom we have more favorable compensation arrangements or other advisory programs offered by
MMs with whom we have less or no compensation arrangements.

In cases where we do not share in the MM's fee, the assets managed by MMs will be included in
...

Item 7 Types of Clients
We offer investment advisory services to individuals (including high net worth individuals), pension and
profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your Account if it falls below a minimum size which, in our sole
opinion, is too small to effectively manage.