Meredith Wealth Planning LLC

Item 5: Fees and Compensation
How we are paid depends on the type of advisory service we are performing. Please review the
fee and compensation information below.

Wealth Planning Services

The Wealth Planning service is offered at a flat annual fee of $7,500 annually ($625 monthly) for
new clients engaging our services on or after February 1, 2026. For clients with more complex
financial situations—such as those involving assets under management over $15 million, more

than 10 accounts, multiple business entities, complex trust structures, concentrated stock
positions requiring specialized strategies, or multi-generational planning needs—the annual fee
may be higher than the standard rate, up to a maximum of $50,000 annually. The fee for complex
engagements will be determined based on the complexity of the client's needs and will be agreed
upon in writing before services begin. All fees for Wealth Planning services are billed monthly, in
arrears. This fee may be adjusted annually for cost-of-living adjustments at the discretion of
MWP.

Fees may be negotiated based on factors including the size of assets being managed. MWP
maintains a limited client capacity per advisor to ensure high-quality service, and reserves the
right to decline prospective clients who are not a suitable fit for the firm's service model.

There are legacy clients of MWP who have existing engagements other than those described here
with different fee schedules that are no longer offered. Existing clients as of January 31, 2026 will
remain at their current fee schedules.

Advisory fees are directly debited from Client accounts during the first week of each month, or
the Client may choose electronic funds transfer. Accounts initiated during a calendar month will
be charged a pro-rated fee based on the amount of time remaining in the billing period. An
account may be terminated with written notice at least 15 calendar days in advance. Since fees
are paid in arrears, no refund will be needed upon termination of the account.

Limited Scope Financial Planning Services

Limited scope financial planning will be offered on a fixed fee basis. The fixed fee will be agreed
upon before the start of any work. The fixed fee can range between $1,000 - $6,000 and will
depend on the complexity of the Client's needs. The fee is negotiable. Half of the fee is due at the
beginning of the process and the remainder is due at completion of the work. Fees for this service
may be paid by electronic funds transfer or check.

Other Types of Fees and Expenses

Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and
expenses which may be incurred by the Client. Clients may incur certain charges imposed by
custodians, brokers, and other third parties such as custodial fees, deferred sales charges, odd-
lot differentials, transfer taxes, wire transfer, and electronic fund fees, and other fees and taxes
on brokerage accounts and securities transactions. Mutual fund and exchange-traded funds also
charge internal management fees, which are disclosed in a fund's prospectus. Such charges,
fees, and commissions are exclusive of and in addition to our fee, and we shall not receive any
portion of these commissions, fees, and costs.

Item 12 further describes the factors that we consider in selecting or recommending broker-
dealers for Client's transactions and determining the reasonableness of their compensation (e.g.,
commissions).

We do not accept compensation for the sale of securities or other investment products including
asset-based sales charges or service fees from the sale of mutual funds.

Fees at Termination

Please note, unless a Client has received the firm's Disclosure Brochure at least 48 hours prior to
signing the investment advisory contract, the investment advisory contract may be terminated by
the Client within five (5) business days of signing the contract without incurring any advisory fees
or penalty.

In the event of early termination any prepaid but unearned fees will be refunded to the Client and
any completed deliverables of the project will be provided to the Client and no further fees will be
charged.

Item 7: Types of Clients
We provide financial planning and portfolio management services to individuals, high net worth
individuals, families, and corporations.

We do not require any investment minimum to engage with MWP since our annual fee is not
linked to the amount of assets under management.