LeafHouse Financial Advisors LLC

ITEM 5 | Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the Adviser.
Each Client shall sign one or more agreements that detail the responsibilities of PFP and the Client.

A. FEES FOR ADVISORY SERVICES
Investment Advisory Services
PFP’s fee for investment advisory services varies based on the amount of assets managed by PFP. Typically, fees are a
fixed percentage of the assets under management. This fee includes all investment recommendations and portfolio
implementation, unless the Client contract states otherwise.

Business and Non-ERISA Retirement Plans
The fees for ERISA Fiduciary Services for Retirement Plans will typically be between 0.05% and 0.75%. The fee will be
negotiated by PFP and the Client and will be based on a variety of factors, including; number of participants, location of
participants, size of plan assets, complexity of the Client’s situation, portfolio restrictions, and reporting requirements,
among other factors. PFP may also negotiate a flat fee for these services. Flat fees will generally be between $500 and
$200,000.

All securities held in a portfolio managed by PFP will be independently valued by the Custodian.

RetireGuide and CIT Management
The fees for RetireGuide and the RetireGuide CITs will range between 0.03% and 0.40%. The fee will be negotiated by
PFP and the Client and will be based on a variety of factors, including: number of participants, size of plan assets, and
reporting requirements, among other factors. PFP may also negotiate a flat fee for these services. Flat fees will generally
be between $500 and $200,000.

B. FEE BILLING
Asset-Based Fee
Fees for investment management services may vary depending on the amount of assets to be managed. When fees are a
fixed percentage of assets under management, such fees are based upon the account value on the last day of the prior
quarter.

Clients are invoiced quarterly or monthly in advance or in arrears, depending on the specific service model chosen. In all
cases, the terms of the Client’s fee and billing arrangements will be agreed to in writing. For accounts opened during the
quarter, fees will be prorated to cover only that period during which the account was managed by PFP.

Asset-based management fees will be calculated by the Adviser or its delegate and deducted from the Client’s account[s]
at the Custodian. The amount due is calculated by applying the agreed upon annual rate to the total assets under

Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow and PFP names and logos are registered service marks of Mesirow Financial
Holdings, Inc. © 2026. All rights reserved.

Part 2A of Form ADV | Firm Brochure
Precision Fiduciary Partners, LLC

management with PFP at the end of each quarter. Each billing will be for a single quarter, paid in advance or arrears.
Clients will receive independent statements from the Custodian no less frequently than quarterly. It is the responsibility of
the Client to verify the accuracy of these fees as listed on the Custodian’s brokerage statement as the Custodian does not
assume this responsibility.

Flat Fees
Once the flat-fee for a Client is determined, PFP may bill up to 50% of the fee in advance of commencing any project
work. The balance of the fee is due upon completion of the work agreed to by contract.

C. OTHER FEES AND EXPENSES
Clients may incur certain fees or charges imposed by third parties, other than PFP, in connection with investment made
on behalf of the Client’s account[s]. The Client is responsible for all custody and securities execution fees charged by the
Custodian. The investment advisory fee charged by PFP is separate and distinct from the custody and execution fees.

In addition, all fees paid to PFP for investment advisory services are separate and distinct from the expenses charged by
mutual funds, CITs and ETFs to their shareholders. These fees and expenses are described in each fund’s prospectus.
These fees and expenses will generally be used to pay management fees for the funds, other fund expenses, account
administration (e.g., custody, brokerage, and account reporting), and a possible distribution fee. A Client may be able to
invest in certain investments without the services of PFP, but the Client would not receive access to Adviser and
Institutional share classes. The Client also would not receive the services provided by PFP, which are designed, among
other things, to assist the Client in determining which products or services are most appropriate to each Client’s financial
condition and objectives. Accordingly, the Client should review both the fees charged by the fund[s] and the fees charged
by PFP to fully understand the total fees to be paid.

D. ADVANCE PAYMENT OF FEES AND TERMINATION
Advance Fees
As noted, above, PFP is compensated for certain services in advance of completing the work for which PFP was engaged
PFP may request to terminate the agreement at any time by providing advance written notification to the other party. The
Client shall be responsible for all earned fees up to and including the effective date of termination. PFP will refund any
unearned, prepaid fees, based on the percentage of work not completed under the terms of the agreement.

Termination
Either party may request to terminate their investment advisory agreement with PFP at any time by providing advance
written notice to the other party as required by the Client’s advisory agreement. The Client shall be responsible for
investment advisory fees up to and including the effective date of termination. PFP will refund any unearned, prepaid fees,
if any.

E. COMPENSATION FOR SALES OF SECURITIES
PFP does not receive commissions or any compensation for transactions in any Client account. As a fee-only adviser,
PFP is paid only on the advice and investment management provided to Clients based on the assets under management
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ITEM 7 | Types of Clients
PFP offers investment advisory services to businesses, retirement plans, government plans, individuals via PFP’s
acceptance of status as the 3(21) or 3(38) plan fiduciary, and collective investment trusts, and other financial
professionals in Texas and other states (each referred to as a “Client”).

The amount of each type of Client is available on PFP’s Form ADV Part 1. These amounts may change over time and are
updated at least annually by the Adviser. PFP generally does not impose a minimum account size for establishing a
relationship.