Meriwether Wealth & Planning LLC

Item 5: Fees and Compensation
A. Fee Schedule

Portfolio Management Services
MWP provides discretionary portfolio management services on a fee basis. MWP’s annual
portfolio management fee is negotiable and may vary depending upon various objective and
subjective factors, but is generally charged according to the following fee schedule:

           Total Assets Under Management               MWP’s Fee
           $1 - $500,000                               1.25%
           $501,000 - $1,000,000                       1.00%
           $1,000,001 - $2,000,000                     0.90%
           $2,000,001 - AND UP                         0.70%

MWP uses the value of the account as of the last business day of the billing period, after taking
into account deposits and withdrawals, for purposes of determining the market value of the
assets upon which the advisory fee is based.

These fees are generally negotiable and the final fee schedule will be memorialized in the
client’s advisory agreement. Clients may terminate the agreement without penalty for a full
refund of MWP's fees within five business days of signing the Investment Advisory Agreement.
Thereafter, clients may terminate the Investment Advisory Agreement immediately upon written
notice.

For accounts custodied at SEI Private Trust Company (“SEI”), SEI charges up to 15 basis
points for Non-SEI Third Party Assets, up to $1,000 per account per year. The total client fees
due to MWP for accounts custodied at SEI will not exceed 1.40% of AUM.

Financial Planning and Consulting Services
The negotiated fixed rate for financial planning and consulting services is between $1,000 and
$25,000. The negotiated hourly fee for these services is between $150 and $500. Clients may
enter into an agreement for ongoing financial planning services that is charged at a negotiated
fixed fee and payable either monthly or quarterly in arrears.

Clients may terminate the agreement without penalty, for full refund of MWP’s fees, within five
business days of signing the Financial Planning and Consulting Agreement. Thereafter, clients
may terminate the Financial Planning and Consulting Agreement generally upon written notice.

Selection of Other Advisers
Advisory fees charged by third-party money managers are separate and apart from our
advisory fees. Assets managed by money managers will be included in calculating our advisory
fee, which is based on the fee schedule set forth in the Portfolio Management Services section
in this brochure. Advisory fees that you pay to the money managers are established and
payable in accordance with the brochure provided by each money manager to whom you are
referred. You should review the recommended money manager's brochure and take into
consideration the manager's fees along with our fees to determine the total amount of fees
associated with this program.

You will be required to sign an agreement directly with the recommended money manager(s).
You may terminate your advisory relationship with the manager(s) according to the terms of
your agreement with the manager. You should review each manager's brochure for specific
information on how you may terminate your advisory relationship with the manager and how
you may receive a refund, if applicable. You should contact the manager directly for questions
regarding your advisory agreement with the money manager.

Pension Consulting Services
The compensation arrangement for these services will be based on a percentage of the total
plan assets or a fixed annual fee, subject to negotiation. This fee is typically due monthly in
arrears, but we reserve the right to modify the fee payment arrangement based on the
requirements of the acting custodian. All terms will be set forth in the client agreement that you
sign with our firm.

Either party to the pension consulting agreement may terminate the agreement upon 30-days'
written notice to the other party. The pension consulting fees will be prorated for the quarter in
which the termination notice is given and in the event there are prepaid fees, any unearned
fees will be refunded to the client.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you
invest in mutual funds and exchange-traded funds. The fees that you pay to our firm for
investment advisory services are separate and distinct from the fees and expenses charged by
mutual funds or exchange-traded funds (described in each fund's prospectus) to their
shareholders. These fees will generally include a management fee and other fund expenses.
You may also incur transaction charges and/or brokerage fees when purchasing or selling
securities. These charges and fees are typically imposed by the broker-dealer or custodian
through whom your account transactions are executed. We do not share in any portion of the
brokerage fees/transaction charges imposed by the broker-dealer or custodian. To fully
understand the total cost you will incur, you should review all the fees charged by mutual
funds, exchange-traded funds, our firm, and others. For information on our brokerage
practices, please refer to the Brokerage Practices section of this brochure.

B. Payment of Fees

Payment of Portfolio Management Fees
Asset-based portfolio management fees are withdrawn directly from the client's accounts with
client's written authorization on a monthly basis. Fees are paid in arrears. Monthly fee =
(Annual fee percentage / 12) x amount of assets under management.

Payment of Financial Planning and Consulting Fees
Financial planning and consulting fees are paid via check, ACH, or credit card. Fixed financial
planning and consulting fees are paid in arrears upon completion, or upon a monthly or quarterly
date established in the contract. Hourly financial planning and consulting fees are paid in arrears
upon completion.

Payment of Selection of Other Advisers Fees
...

Item 7: Types of Clients
MWP generally provides advisory services to the following types of clients: individuals, high-
net-worth individuals, trusts, estates, pension and profit sharing plans, charitable
organizations, corporations, and other business entities. There is no account minimum for any
of MWP’s services.