Scott Marsh Financial LLC

Item 5 – Fees and Compensation

Scott Marsh Financial, LLC uses the following fee rate schedule:

Fee Rate               Account Value
1.50%                  $0 - $499,999
1.25%                  $500,000 - $999,999
1.0%                   $1,000,000 - $2,999,999
0.75%                  $3,000,000 - $4,999,999
0.5%                   $5,000,000 - Up

All fees are subject to negotiation.

The specific manner in which fees are charged by Scott Marsh Financial, LLC is established in a
client’s written agreement with Scott Marsh Financial, LLC. Scott Marsh Financial, LLC will
generally bill its fees on a monthly basis. The annual fee is calculated and charged monthly in
advance, based upon the market value of the assets being managed by Scott Marsh Financial,
LLC on the last trading day of the previous billing period as provided by Orion, our third-party
technology platform provider, unless Scott Marsh Financial, LLC otherwise agrees in writing.
The aggregate net value of the managed account shall be determined on the basis of such asset
statements as provided by Orion or by any investment vehicle utilized in the account. As such,
you may see slight differences in the month-end market value of your account from your
custodian’s statement as compared to the market value of your account from Orion, due to
differences in the treatment of accrued interest posting, trade date versus settlement date, and
other variables Fees are directly debited from client accounts. Management fees shall not be
prorated for each capital contribution and withdrawal made during the applicable calendar
quarter. Accounts initiated or terminated during a calendar quarter will be charged a prorated
fee. Upon termination of any account, any prepaid, unearned fees will be promptly refunded,
and any earned, unpaid fees will be due and payable.

Scott Marsh Financial, LLC’s fees are exclusive of brokerage commissions, transaction fees, and
other related costs and expenses which shall be incurred by the client. Clients may incur certain
charges imposed by custodians, brokers, third party investment and other third parties such as
fees charged by managers, custodial fees, deferred sales charges, odd-lot, differentials, transfer
taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and
securities transactions. Mutual funds and exchange traded funds also charge internal
management fees, which are disclosed in a fund’s prospectus. Such charges, fees, and
commissions are exclusive of and in addition to Scott Marsh Financial, LLC’s fee, and Scott
Marsh Financial, LLC shall not receive any portion of these commissions, fees, and costs.

Item 12 further describes the factors that Scott Marsh Financial, LLC considers in selecting or
recommending broker-dealers for client transactions and determining the reasonableness of their
compensation (e.g., commissions).

Form ADV Part 2A                                                                        March 2026

Item 7 – Types of Clients

Scott Marsh Financial, LLC provides portfolio management services to individuals, high net
worth individuals, companies, and trusts.