My Personal CFO LLC

Item 5. Fees and Compensation
 My Personal CFO offers services on a fee basis, which includes hourly fees and fees based upon assets
 under management.

 Financial Planning and Consulting Fees

 My Personal CFO charges an hourly fee for providing financial planning and consulting services under
 a stand-alone engagement. Hourly fees are $350 per hour. If the client engages the Firm for additional
 investment advisory services, My Personal CFO may offset all or a portion of its fees for those services
 based upon the amount paid for the financial planning and/or consulting services.

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 Disclosure Brochure

 The terms and conditions of the financial planning and/or consulting engagement are set forth in the
 Advisory Agreement and My Personal CFO requires one-half of the estimated hourly fee payable upon
 execution of the Advisory Agreement. The outstanding balance is due upon delivery of the financial
 plan or completion of the agreed upon services. The Firm does not, however, take receipt of $500 or
 more in prepaid fees in excess of six months in advance of services rendered.

 In the event a stand-alone financial planning and consulting engagement is terminated prior to
 completionof the services, the Firm will provide a prorated refund of the fee. The Firm will calculate
 the amount of the prorated refund based upon its approximation of the percentage of the services
 completed as of the dateof termination. In the event of such a termination, the Firm will provide work
 product completed as of the date of termination, to the extent it deems such work product usable by the
 client.

 The Firm accepts personal checks and cash payment for its financial planning and consulting services.
 Where required, My Personal CFO sends to clients a written invoice itemizing the fee, including the
 formulaused to calculate the fee, the time period covered by the fee and the amount of assets under
 management on which the fee was based. Clients who do receive this brochure (including all
 accompanying appendices,as applicable) and our brochure supplement(s) as set forth on Part 2B of Form
 ADV (as applicable) at least48 hours prior to entering into the Advisory Agreement, may terminate the
 Agreement without penalty within 5 business days. My Personal CFO’s hourly fee may be higher than
 the average fee charged by Washington state-registered investment advisers. Similar services may be
 offered by another investment adviser at a lower fee.

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 Disclosure Brochure
 Wealth Management and Retirement Plan Fees
 My Personal CFO offers wealth management and retirement plan services for an annual fee based on
 the amount of assets under the Firm’s management. This annual fee varies and is negotiable but does
 not exceed 0.85% of Assets Under Management within your Account.
 The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets
 being managed by My Personal CFO on the last day of the previous billing period. If assets are deposited
 into or withdrawn from an account after the inception of a billing period, the fee payable with respect
 to such assets is not adjusted to reflect the interim change in portfolio value.
 Additionally, for asset management services the Firm provides with respect to certain client holdings
 (e.g.,held-away assets, accommodation accounts, alternative investments, etc.), My Personal CFO may
 negotiatea fee rate that differs from the range set forth above.
 For the initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory
 agreement is terminated, the fee for the final billing period is prorated through the effective date of the
 termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as
 appropriate.
 Clients are advised that a conflict of interest exists for the Firm to recommend that clients engage My
 Personal CFO for additional services for compensation, including rolling over retirement accounts or
 moving other assets to the Firm’s management. Clients retain absolute discretion over all decisions
 regarding engaging the Firm and are under no obligation to act upon any of the recommendations.
 Clients who do not receive this brochure at least 48 hours prior to entering into the Advisory Agreement
 may terminate the Advisory Agreement without penalty within 5 business days after entering into the
 contract.

 Fee Discretion

 My Personal CFO may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria,
 such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets
 to be managed, related accounts, account composition, pre-existing/legacy client relationship, account
 retention and pro bono activities.
 Additional Fees and Expenses

 In addition to the advisory fees paid to My Personal CFO, clients also incur certain charges imposed by
 other third parties, such as broker-dealers, custodians, trust companies, banks and other financial
 institutions(collectively “Financial Institutions”). These additional charges include securities brokerage
 commissions,transaction fees, custodial fees, margin costs, charges imposed directly by a mutual fund or
 ETF in a client’saccount, as disclosed in the fund’s prospectus (e.g., fund management fees and other
 fund expenses), deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic
 fund fees, and otherfees and taxes on brokerage accounts and securities transactions. The Firm receives
 no portion of securitiesbrokerage commissions. The Firm’s brokerage practices are described at length
 in Item 12, below.

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 Disclosure Brochure

 Direct Fee Debit

 Clients provide My Personal CFO with the authority to directly debit their accounts for payment of the
 investment advisory fees. The Financial Institutions that act as the qualified custodian for client
...

Item 7. Types of Clients
 My Personal CFO offers services to individuals, trusts, estates, charitable organizations, corporations
 and business entities, and pension and profit-sharing plans (such as defined benefit plans).

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 Disclosure Brochure

 Minimum Account Fee

 As a condition for starting and maintaining an investment management relationship, My Personal CFO
 imposes a minimum annual fee of $4,000. This minimum fee will cause clients with smaller portfolios
 to incur an effective fee rate that is higher than the Firm’s stated fee. My Personal CFO may, in its sole
 discretion, elect to charge a lesser minimum fee based upon certain criteria, including anticipated future
 earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related
 accounts, account composition, pre-existing client, account retention, and pro bono activities.