Sarver Vrooman Wealth Advisors LLC

Item 5: Fees and Compensation
Method of Compensation and Fee Schedule
 ASSET MANAGEMENT
 SVWA charges an annual investment advisory fee based on the total assets under
 management as follows:
                    Assets Under Management                     Annual Fee
                         Up to $999,999.99                        1.25%
                    $1,000,000 to $1,999,999.99                   1.00%
                        $2,000,000 and Over                       0.75%
 The annual fee is negotiable. The fees are charged quarterly in advance and are based on
 the amount of assets managed as of the close of business on the last business day of the
 previous quarter. Lower fees for comparable services may be available from other sources.
 Clients may terminate their account within five (5) business days of signing the Investment
 Advisory Agreement with no obligation and without penalty. After the initial five (5)
 business days, the agreement may be terminated by SVWA with thirty (30) days written
 notice to Client and by the Client at any time with written notice to SVWA. For accounts

 opened or closed mid-billing period, fees will be prorated based on the days services are
 provided during the given period. All unpaid earned fees will be due to SVWA. Additionally,
 all unearned fees will be refunded to the Client. Client shall be given thirty (30) days prior
 written notice of any increase in fees. Any increase in fees will be acknowledged in writing
 by both parties before any increase in said fees occurs.

 ERISA PLAN SERVICES
 The annual fees are based on the market value of the Included Assets and will not exceed
 0.50%. The annual fee is negotiable and may be charged as a percentage of the Included
 Assets or as a flat fee. Fees may be charged quarterly or monthly in arrears or in advance
 based on the assets as calculated by the custodian or record keeper of the Included Assets
 (without adjustments for anticipated withdrawals by Plan participants or other anticipated
 or scheduled transfers or distribution of assets). If the services to be provided start any
 time other than the first day of a quarter or month, the fee will be prorated based on the
 number of days remaining in the quarter or month. If this Agreement is terminated prior to
 the end of the billing cycle, SVWA shall be entitled to a prorated fee based on the number of
 days during the fee period services were provided or Client will be due a prorated refund of
 fees for days services were not provided in the billing cycle.
 The fee schedule, which includes compensation of SVWA for the services is described in
 detail in Schedule A of the ERISA Plan Agreement. The Plan is obligated to pay the fees,
 however the Plan Sponsor may elect to pay the fees. Client may elect to be billed directly or
 have fees deducted from Plan Assets. SVWA does not reasonably expect to receive any
 additional compensation, directly or indirectly, for its services under this Agreement. If
 additional compensation is received, SVWA will disclose this compensation, the services
 rendered, and the payer of compensation. SVWA will offset the compensation against the
 fees agreed upon under the Agreement.
 FINANCIAL PLANNING
 SVWA does not charge for financial planning services.
Client Payment of Fees
 Fees for asset management services are deducted from a designated Client account to
 facilitate billing. The Client must consent in advance to direct debiting of their investment
 account.
 Fees for ERISA services will either be deducted from Plan assets or paid directly to SVWA.
 The Client must consent in advance to direct debiting of their investment account.
Additional Client Fees Charged
 Custodians may charge transaction fees and other related costs on the purchases or sales of
 mutual funds, equities, bonds and exchange-traded funds. Mutual funds, money market
 funds and exchange-traded funds also charge internal management fees, which are
 disclosed in the fund’s prospectus. SVWA does not receive any compensation from these
 fees. All of these fees are in addition to the management fee you pay to SVWA. For more
 details on the brokerage practices, see Item 12 of this brochure.
Prepayment of Client Fees
 Asset management fees are billed quarterly in advance.

 Fees for ERISA 3(21) services may be billed in advance.
 If the Client cancels after five (5) business days, any unearned fees will be refunded to the
 Client, or any unpaid earned fees will be due to SVWA.
External Compensation for the Sale of Securities to Clients
 SVWA does not receive any external compensation for the sale of securities to Clients, nor
 do any of the investment advisor representatives of SVWA.

Item 7: Types of Clients
Description
 SVWA generally provides investment advice to individuals, high net worth individuals,
 trusts, estates, corporations or business entities. Client relationships vary in scope and
 length of service.
Account Minimums
 SVWA does not require a minimum to open an account.