Maclean Capital Advisors LLC

Item 5: Fees and Compensation
A. Fee Schedule

Investment Supervisory Services Fees

These maximum fee for this service will not exceed 1% of assets under management.
Fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment
Advisory Contract. Fees are paid quarterly in advance based upon the final day of the
previous period, and clients may terminate their contracts with five days’ written notice.
Unless otherwise provided in writing, our firm bills on cash. Refunds are given on a
prorated basis, based on the number of days remaining in a quarter at the point of
termination. Clients may terminate their contracts without penalty, for full refund,
within 5 business days of signing the advisory contract. Advisory fees are withdrawn
directly from the client’s accounts with client written authorization. Lower fees for
comparable services may be available from other sources. Fees will typically be directly

                                                                             Form ADV 2A Version:
                                                                                       02/17/2026

   debited from client managed accounts. As part of this process you understand the
   following:

a) The client’s independent custodian sends statements at least quarterly showing
   the market values for each security included in the Assets and all account
   disbursements, including the amount of the advisory fees paid to our firm;
b) Clients will provide authorization permitting our firm to be directly paid by
   these terms. Our firm will send an invoice directly to the custodian; and
c) If our firm sends a copy of our invoice to the client, a legend urging the
   comparison of information provided in our statement with those from the
   qualified custodian will be included.

   Financial Planning

   Our firm charges on a flat fee basis for financial planning and consulting services. The
   total estimated fee, as well as the ultimate fee charged, is based on the scope and
   complexity of our engagement with the client. Flat fees will not exceed $5,000. Our firm
   requires a retainer of 50% of the ultimate financial planning or consulting fee at the time
   of signing. The remainder of the fee will be directly billed to the client and due within 30
   days of a financial plan being delivered or consultation rendered. Our firm will not
   require a retainer exceeding $1,200 when services cannot be rendered within 6 months.

   Retirement Plan Consulting

   Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee
   based on the percentage of Plan assets under management. The total estimated fee, as
   well as the ultimate fee charged, is based on the scope and complexity of our
   engagement with the client. Fees based on a percentage of managed Plan assets will not
   exceed 0.50%. The fee-paying arrangements will be determined on a case-by-case basis
   and will be detailed in the signed consulting agreement.

   C. Clients Are Responsible For Third Party Fees

   Clients are responsible for the payment of all third party fees (i.e. custodian fees, mutual
   fund fees, transaction fees, etc.). Those fees are separate and distinct from the fees and
   expenses charged by MCA. Please see Item 12 of this brochure regarding
   broker/custodian.

   D. Prepayment of Fees

   MCA collects fees in advance and in arrears. Fees that are collected in advance will be
   refunded based on the prorated amount of work completed at the point of termination
   and the total days during the billing period. Fees will be returned within fourteen days
   to the client via check or return to credit card.
                                                                              Form ADV 2A Version:
                                                                                        02/17/2026

       E. Outside Compensation For the Sale of Securities to Clients

       Christian A. MacLean and Brette H. MacLean in their role as registered representatives
       accept compensation for the sale of securities to MCA clients.

       1. This is a Conflict of Interest

          MCA and its supervised persons will accept compensation for the sale of securities
          or other investment products, including asset based sales charges or services fees
          from the sale of mutual funds to its clients. This presents a conflict of interest and
          gives the supervised person and MCA an incentive to recommend products based
          on the compensation received rather than on the client’s needs. When
          recommending the sale of securities or investment products for which MCA receives
          compensation, MCA will document the conflict of interest in the client file and
          inform the client of the conflict of interest.

       2. Clients Have the Option to Purchase Recommended Products From
          Other Brokers

          Clients always have the option to purchase MCA recommended products through
          other brokers or agents that are not affiliated with MCA.

       3. Advisory Fees in Addition to Commissions or Markups

          Advisory fees that are charged to clients are not reduced to offset the commissions or
          markups on securities or investment products recommended to clients.

Item 7: Types of Clients

MCA generally provides investment advice and/or management supervisory services to the
following types of clients:

          ❖   Individuals
          ❖   High-Net-Worth Individuals
          ❖   Pension and Profit Sharing Plans
          ❖   Charitable Organizations
                                                                               Form ADV 2A Version:
                                                                                         02/17/2026

Minimum Account Size

There is an account minimum, $500,000, which may be waived by the investment advisor, based
on the needs of the client and the complexity of the situation.