Releve Financial Group LLC

ITEM 5 – FEES AND COMPENSATION
LIVE WELLthy™ Fees
DawnDahlby.com also offers a proprietary online advisory platform, which is a monthly subscription-based
self-guided paid program, members may choose to pay a monthly fee or an annual membership fee. Fees
may vary but will not exceed $7,500 per year. LIVE WELLthy™ online platform fees for Dawndahlby.com are
paid by credit card or PayPal. RFG will not have access to client credit card or bank account information.
Clients paying monthly fees can cancel at any time. Future payments will be discontinued, but no refunds will
be made.
Investment Management Services
Fees for Investment Management Services will be deducted automatically from client accounts on a quarterly
basis in advance. The amount of the fee will be calculated based on the ending account balance of the
previous quarter and will be deducted directly by the custodian.
External Compensation for the Sale of Securities
RFG does not receive any external compensation from the sale of securities.
Tax-Preparation Services Paid by the Firm
As an additional service, RFG may cover the cost of a client’s annual CPA tax-preparation services for clients
who maintain at least $500,000 in assets under management or advisement with the firm. When this service
applies, RFG pays the CPA firm directly for the client’s tax-preparation fees using revenues generated from
RFG‘s advisory fees. Clients do not make separate payments to the CPA firm unless otherwise agreed.
This benefit is designed to provide additional value to qualifying clients; however, it creates a potential conflict
of interest because RFG’s payment of such costs may create an incentive to (i) encourage clients to maintain
or increase assets with the firm in order to qualify for the service, or (ii) recommend or continue higher
advisory-fee arrangements to offset these costs. Clients are under no obligation to use a particular CPA, and
RFG does not receive any compensation or referral benefit from the CPA firm.
The value of any tax-preparation service paid on behalf of the client is not deducted from the client’s advisory
account but is instead paid directly by RFG unless otherwise agreed. Clients who do not meet the $500,000
asset threshold, or who choose to use a CPA other than the one paid by RFG are responsible for their own
tax-preparation expenses. Clients should understand that this service is discretionary, may change or be
discontinued at any time, and that RFG periodically reviews these arrangements to ensure they remain in the
best interests of clients.

ITEM 7 – TYPES OF CLIENTS & ACCOUNT MINIMUMS
We offer investment advisory services to individuals, trusts, estates, charitable organizations, corporations,
business owners, and other business entities. Client relationships vary in scope and length of service.
There is no minimum account size and Clients are not required to have a certain amount of investment
experience or sophistication.