MACH-1 Financial Group LLC

Item 5 Fees and Compensation
Estate Planning Access
Mach-1 Financial charges a fee for estate planning services provided through Wealth's platform. The
fee will not exceed $10,000 and will be paid as agreed to in the client's estate planning agreement. The
fee is negotiable and can be waived in certain circumstances. We will not require prepayment of a fee
more than six months in advance and in excess of $500.

Clients who elect to consult with unaffiliated attorneys made available through Wealth's platform can
incur additional legal fees payable directly to the attorney or to Wealth, as applicable. Fees charged by
third-parties are covered by Mach-1 in certain circumstances.

Fees associated with Mach-1 Financial's investment advisory and wrap fee services are not described
in this brochure and are disclosed exclusively in Appendix 1 – the Wrap Fee Program Brochure.

External Compensation for the Sale of Insurance to Clients
Mach-1 Financial's advisory professionals are compensated primarily through a salary and bonus
structure and through asset-based fees generated from client accounts. Some of Mach-1 Financial's
advisory professionals receive commission-based compensation for the sale of insurance products.
Please see Item 10 for detailed information and conflicts of interest.

Item 7 Types of Clients
Mach-1 Financial offers the estate planning referral services described in this brochure primarily to
individuals and families seeking estate planning solutions through Wealth's platform.