Ridgeline Wealth Planning LLC

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

        Total Assets Under Management               Annual Fees
        $0 - $2,000,000                             1.00%

        $2,000,001 - $4,000,000                     0.90%

        $4,000,001 - $7,000,000                     0.80%

        $7,000,001 and Up                           0.65%

            Fee Schedule is straight tier. Lower fees for comparable services may
            be available from other sources.

RWP 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. A select group of accounts use
the average balance at the end of the quarter based on the Custodian requirements.

These fees are generally negotiable. Clients may terminate the agreement without penalty
for a full refund of RWP's fees within five business days of signing the Investment
Advisory Agreement. Thereafter clients or RWP may terminate the client relationship at
any time.

Selection of Other Advisers Fees

RWP may direct clients to sub-adviser investment advisers. RWP will receive its standard
fee on top of the fee paid to the sub-adviser adviser. The fees shared are negotiable and
will not exceed any limit imposed by any regulatory agency. The notice of termination
requirement and payment of fees for sub-adviser investment advisers will depend on the
specific sub-adviser adviser selected.

                                                      Estimated Sub-
 Total Assets                  RWP’s Fee                                      Total Fee
                                                      Adviser’s Fee
$0 - $2,000,000               1.00%                 0.20%                    1.20%

$2,000,001 -$4,000,000        0.90%                 0.20%                    1.10%

$4,000,001 - $7,000,000       0.80%                 0.20%                    1.00%

$7,000,001 and Up             0.65%                 0.20%                    0.85%

Pension Consulting Services Fees

         Total Assets Under Management             Annual Fee
         $0 - $2,000,000                           1.00%

         $2,000,001 - $4,000,000                   0.90%

         $4,000,001 - $7,000,000                   0.80%

         $7,000,001 and Up                         0.65%

             Fee Schedule is straight tier. Lower fees for comparable services may
             be available from other sources.

RWP 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. A select group of account use the average balance at the end of the quarter based
on the Custodian requirements.

Clients may terminate the agreement without penalty for a full refund of RWP's fees
within five business days of signing the pension consulting agreement. Thereafter, clients
or RWP may terminate the client relationship at any time.

Financial Planning Fees

As a standalone agreement RWP typically charges a base quarterly financial planning fee
of approximately $500 per quarter, paid in arrears. Alternatively, RWP also offers financial
planning at an hourly rate of $400 per hour, paid in arrears. These fees are negotiable and
lower fees for comparable services may be available from other sources.

Clients may terminate the agreement without penalty, for full refund of RWP’s fees,
within five business days of signing the Financial Planning Agreement.
Thereafter, clients or RWP may terminate the client relationship at any time.

B. Payment of Fees

Payment of Portfolio Management Fees

Asset-based portfolio management fees will be invoiced and billed directly to the client’s
account with their designated custodian. Fees are paid on a quarterly basis in arrears.

Payment of Selection of Other Advisers Fees

JP Morgan will deduct fees in advance and Goldman Sachs will deduct in arrears. Fees for
both the sub advisers and RWP will be deducted from the client’s Schwab account.

Payment of Pension Consulting Fees

Pension consulting fees are withdrawn directly from the client's accounts with client's
written authorization on a quarterly basis or may be invoiced and billed directly to the
client on a quarterly basis. Clients may select the method in which they are billed. Fees are
paid in arrears.

Payment of Financial Planning Fees

Financial planning fees are paid via taxable brokerage account or via check. Hourly
financial planning fees are payable in arrears upon completion.

C. Client Responsibility for Third-Party Fees

Clients are responsible for the payment of all third-party fees (i.e. custodian fees,
brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
distinct from the fees and expenses charged by RWP. Please see Item 12 of this brochure
regarding broker-dealer/custodian.

       D. Prepayment of Fees

       RWP collects its fees in arrears. It does not collect fees in advance.

       E. Outside Compensation for the Sale of Securities to Clients
       Neither RWP nor its supervised persons accept any compensation for the sale of
       investment products, including asset-based sales charges or service fees from the sale of
       mutual funds.

Item 7: Types of Clients

RWP generally provides advisory services to the following types of clients:

       ❖       Individuals and Families
       ❖       High-Net-Worth Individuals and Families
       ❖       Pension and Profit-Sharing Plans
       ❖       Charitable Organizations
       ❖       Corporations or Business Entities

RWP has a soft minimum opening balance of $250,000 for client relationships. Exceptions can be
made in certain circumstances at RWP’s discretion on a case-by-case basis.