Plan A Wealth LLC

Item 5: Fees & Compensation

    Compensation for Our Advisory Services

    Asset Management:

    The maximum annual fee charged for this service will not exceed 1.50%. Fees to be assessed will be
    outlined in the advisory agreement to be signed by the Client. Annualized fees are billed on a pro-
    rata basis quarterly in advance based on the value of the account(s) on the last day of the previous
    quarter. Fees are negotiable and will be deducted from client account(s). Our firm does not offer
    direct invoicing. Unless otherwise noted in writing, our firm bills on cash. As part of this process,
    Clients 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.

    Comprehensive Portfolio Management:

    The maximum annual fee charged for this service will not exceed 1.50%. Fees to be assessed will be
    outlined in the advisory agreement to be signed by the Client. Annualized fees are billed on a pro-
    rata basis quarterly in advance based on the value of the account(s) on the last day of the previous
    quarter. Fees are negotiable and will be deducted from client account(s). Our firm does not offer
    direct invoicing. Unless otherwise noted in writing, our firm bills on cash. As part of this process,
    Clients 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 & Consulting:

ADV Part 2A – Firm Brochure                        Page 7                                      Plan A Wealth, LLC

    Our firm charges on an hourly or 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. The maximum hourly fee to be charged will not exceed $1000. Flat fees
    will not exceed $250,000. 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.

    Portfolio Monitoring

    The total fee for this service shall not exceed 1.00%. Fees are charged quarterly in advance as a
    percentage of assets under advisement as of the ending balance of the prior quarter.

    Retirement Plan Consulting:

    Our Retirement Plan Consulting services are billed on the percentage of Plan assets under
    management not to exceed 1.00% annually. The total fee charged is based on the scope and
    complexity of our engagement with the client. The fee-paying arrangements for Retirement Plan
    Consulting service will be determined on a case-by-case basis and will be detailed in the signed
    consulting agreement.

    Retirement Education:

    Our firm charges a maximum annual fee of 0.50% for plan participant education. The specific fees to
    be paid as well as the fee-paying arrangement will be detailed in the signed agreement(s) and/or
    separate written disclosure documents provided by the other investment advisory firm.

    Referrals to Third Party Money Managers:

    The total annual advisory fee for this service shall not exceed 2.45%. A portion of this fee will be
    retained by our firm, and a portion paid to the Third Party Money Manager. The exact fee to be paid
    to both our firm, and the Third Party Money Manager shall be outlined in Schedule A of the executed
    client agreement.

    Subscription Model:

    Our maximum fee is $49.99 per month. The monthly fee shall be charged in advance with the first
    payment due upon execution of the advisory agreement. Thereafter, fees shall be paid on the monthly
    anniversary date of execution of the agreement. Fees are negotiable. Fees shall be paid via credit card
    facilitated by a third-party. Our firm will not itself obtain or maintain Client credit card information.
    This service will automatically renew each month unless terminated by either party.

    Other Types of Fees & Expenses

    Clients will incur transaction charges for trades executed in their accounts, either based on a
    percentage of the dollar amount of assets in the account(s) or via individual transaction charges.
    These transaction fees are separate from our firm’s advisory fees and will be disclosed by the chosen
    custodian. Charles Schwab & Co., Inc. (“Schwab”) does not charge transaction fees for U.S. listed
    equities and exchange traded funds.

ADV Part 2A – Firm Brochure                        Page 8                                         Plan A Wealth, LLC
...

Item 7: Types of Clients & Account Requirements

    Our firm has the following types of clients: Individuals and High Net Worth Individuals; Charitable
    Organizations; Pension and Profit-Sharing Plans.

    Our Subscription Model Service is for clients with household account values of less than $125,000.
    Subscription Model clients with household account values surpassing $125,000 will be expected to
    transition to our Asset Management service. Our firm does not impose any other requirements for
    opening and maintaining accounts or otherwise engaging us.