Oakmont Wealth Advisory LLC

Item 5 - Fees and Compensation

General Fee Information
Fees paid to the Adviser are exclusive of all custodial and transaction costs paid to the client’s
custodian, brokers or other third party consultants. Please see Item 12 – Brokerage Practices for
additional information. Fees paid to the Adviser are also separate and distinct from the fees and
expenses charged by mutual funds, exchange traded funds (“ETFs”) or other investment pools to
their shareholders (generally including a management fee and fund expenses, as described in each
fund’s prospectus or offering materials). The client should review all fees charged by funds, brokers,
the Adviser and others to fully understand the total amount of fees paid by the client for investment
and financial-related services.

Portfolio Management Fees
Client accounts are subject to an annual fee schedule for portfolio management, based on a
percentage of assets under management, as follows:

                  Assets                              Fee Rate
                  $0 - $1,000,000                     1.25%
                  $1,000,001 – $2,000,000             1.00%
                  $2,000,0001 – $5,000,000            0.80%
                  $5,000,0001 – $10,000,000           0.70%
                  $10,000,001 +                       0.60%

The minimum annual fee for client accounts subject to a fee based on a percentage of assets under
management is $4,000. The Adviser may, in its discretion, make exceptions to the foregoing or
negotiate special fee arrangements where the Adviser deems it appropriate under the circumstances.

Portfolio management fees are generally payable quarterly, in advance. If management begins after
the start of a quarter, fees will be prorated based on the number of days in the applicable quarter in
which the account is managed. Fees are normally debited directly from client account(s), unless
other arrangements are made.

Either the Adviser or the client may terminate their investment advisory agreement at any time,
subject to any written notice requirements in the investment advisory agreement. In the event of

termination, any paid but unearned fees will be promptly refunded to the client based on the number
of days that the account was managed, and any fees due to the Adviser from the client will be invoiced
or deducted from the client’s account prior to termination.

Financial Planning Fees
When the Adviser provides financial planning services to clients, these fees are included in the
portfolio management fees charged to the clients.

Retirement Plan Consulting Fees
In connection with its retirement plan consulting services, the Adviser charges annual asset-based
fees in accordance with the annual fees described above. Negotiated fees are generally based on the
value of the plan’s assets and the complexity of the plan. Fees are normally debited directly from
client account(s), unless other arrangements are made.

Item 7 - Types of Clients

The Adviser serves individuals, including high net worth individuals, trusts, estates and charitable
organizations.