Stash Wealth LLC

Item 5: Fees and Compensation

A. Fee Schedule

Financial Planning Fees

Stash Plan: $5,000 for high earning professionals, this is a multi-week engagement between the client and SW. Over several
weeks, SW will evaluate the client’s financial situation to develop a comprehensive financial game plan. The plan centers
around providing the client with the necessary steps to take to get on track for their short-, mid-, and long-term financial
goals.

Subscription Process
Upon purchasing the Stash Plan engagement, a client will have six (6) months to complete the process which includes
submitting the appropriate financial information, two meetings with a financial advisor, and access to the Stashboard™. The
process takes about 5-6 weeks for the typical client. When the Stash Plan process is complete the client will have ninety (90)
days to take the following action: (i) subscribe to the SM Service for continued support for the client’s established Stash Plan;
or (ii) conclude the relationship with SW. SW will send clients an email reminder of the ninety (90) day expiration. For the
avoidance of doubt, once the Stash Plan process has been completed, Stash Wealth will have no further obligation to
continue to work with the client unless the client decides to sign up for the SM Service. In such event, the client will sign up
to the SM Service and will be charged the fees in accordance with the SM Service fee schedule below. Unless an exception is
made by SW, the Stash Plan is a prerequisite to the SM Service.

Clients who choose not to engage in the SM service, which includes an annual financial plan update, are invited to purchase
a plan update no sooner than on an annual basis for the cost of $5,000.

Advisory Services Fees
Stash Management. The SM Service fees are subject to the breakpoints in accordance with the fee schedule below. Fees
are withdrawn directly from the client’s account by their custodian on a monthly basis. At no time will the program fee be
less than $200 per month.

Fees are assessed on accounts managed by SW excluding current employer retirement plans and 529 accounts. Fees are
negotiable at SW’s sole discretion. Clients should be aware that lower fees for comparable services may be available from
other sources.

                       Assets Under Management                        Fee
                     Up to $999,999.99                               1.0%
                     $1,000,000.00 and up                           0.80%

Educational Seminars and Speaking Engagements
Seminars and speaking engagements are offered to organizations and the public on a variety of financial topics. Fees
range from $750 - $10,000. The fee will be announced in advance of the workshop and will be determined by the number
of events being purchased (i.e., package), in addition to whether or not educational materials are being provided.

Additional Services
SW offers to the public an educational newsletter at no charge.

B. Payment of Fees

Payment of Financial Planning Fees – The Stash Plan
Fixed financial planning fees are charged to the client directly via SW’s website through a third-party credit/debit card
processing vendor. Fees are paid with a credit card upon purchase of any of the offerings. The Stash Plan is paid for
immediately and commences the engagement between the client and SW.

Meetings that are rescheduled by the client within 2 hours of the meeting date and time will be charged a rescheduling fee
of $175, subject to SW’s discretion. The fee will be authorized to the client's Payment Method with or without notice to the
client.

Meetings that are not attended by the client will be charged a no show fee of $175, subject to SW’s discretion. The fee will
be authorized to the client's Payment Method with or without notice to the client.

Payment of Advisory Fees – The SM Service
Fees for Regular advisory clients are withdrawn directly from the client’s account and are paid monthly in arrears. Billing
commences immediately upon subscription of the SM Service.

Payment of Educational Seminars and Speaking Engagement Fees
SW typically invoices the event client prior to the event with net 30 payment terms.

Payment of Fees & Reimbursement – The Stash Plan
If a client is unable to begin the Stash Plan process after subscription, the client can contact SW and SW will calculate and
evaluate unearned fees, if any, and consider a refund on a case-by-case basis. Furthermore, SW strives to give clients a
positive and fulfilling experience, however, if a client is dissatisfied with SW’s service they may request a refund request
form to provide feedback and request a refund by emailing hey@stashwealth.com. SW will, in our sole discretion, consider
a partial or full refund based on unearned fees, if any, less a $175 administrative fee.

C. Clients Are Responsible for Third Party Fees

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

D. Payment of Advisory Fees – The Stash Management Service

SW collects fees on the first week of the month, based on the daily average account balance of the preceding month. Should
the client terminate the SM Service, fees will be charged at a prorated amount based on the number of days of the month
in which the client’s assets were under management by SW. Clients must provide written notice to SW to terminate the SW
Service.

E. Outside Compensation for the Sale of Securities to Clients

Neither SW nor its supervised persons accept any compensation for the sale of securities or other investment products
including asset-based sales charges or service fees from the sale of mutual funds.

Item 7: Types of Clients

SW generally provides financial planning, investment advice and/or management supervisory services to the following types
of clients:
    •    Individuals

SW generally provides financial seminars and speaking engagements for the following types of clients:
    •    Organizations, corporations, and businesses

Minimum Account Size

There is no account size minimum for the Stash Plan or the Stash Management Service. There is a minimum monthly fee of
$200 for the SM Service ($2,400.00 annually).