Stonecrop Wealth Advisors LLC

ITEM 5 - FEES AND COMPENSATION
 Investment Advisory
 Due to the nexus Stonecrop Wealth Advisors sees between financial planning and investment advisory
 work, the Firm prefers to work with clients for whom the Firm has an ongoing agreement to provide both
 financial planning and investment advisory services. Therefore, the Stonecrop Wealth Advisors’ ongoing
 investment advisory fees are designed to create enough revenue to pay for both services as one unified
 service. The Firm’s annual fee for Investment Advisory Services and ongoing Financial Planning services
 is based on a percentage of assets under management and generally ranges from 0.50% to 0.95%, payable
 quarterly in advance. The Firm does not charge a minimum fee.

 Clients may make additions to and withdrawals from their accounts at any time, subject to Stonecrop
 Wealth Advisors’ right to terminate an account. If assets are deposited into or withdrawn from an account
 after the inception of a quarter, the investment advisory fee payable with respect to the assets will be
 prorated based on the number of days remaining in the quarter. Clients may withdraw assets from their
 account by providing Stonecrop Wealth Advisors with advance notice. All withdrawals are subject to
 customary securities settlement procedures.

 While Stonecrop Wealth Advisors has established the fee range, the Firm retains the discretion to set and
 negotiate fees on a client-by-client basis. Client facts, circumstances, and needs will be considered in
 determining the fee schedule. These include the complexity of the client, assets to be placed under

Stonecrop Wealth Advisors, LLC                                                              January 1, 2026 – v1

 management, anticipated future additional assets, related accounts, portfolio style, account composition,
 reports, and other factors. The specific annual fee will be identified in the contract between the adviser
 and each client.

 Stonecrop Wealth Advisors may group certain related client accounts for the purposes of achieving the
 minimum account size requirements and determining the annualized fee.

 Portfolio Management Services may be charged as a fixed fee or negotiated on a case-by-case basis.
 Overall, factors to be considered will include the type and amount of assets to be managed and the
 complexity of the client’s circumstances. Stonecrop Wealth Advisors’ fixed fees range from $4,000 to
 $20,000. Fees are due and payable upon completion of the project.

 Financial Planning
 Stonecrop Wealth Advisors’ Financial Planning fee will be determined based on the nature of the services
 being provided and the complexity of each client’s circumstances. All fees are agreed upon prior to
 entering into a contract with any client.

 Stonecrop Wealth Advisors’ Financial Planning fees are calculated and charged on an hourly basis, ranging
 from $100 to $500 per hour. Although the length of time it will take to provide a Financial Plan will depend
 on each client's personal situation, the Firm will provide an estimate for the total hours at the start of the
 advisory relationship. The client will be billed quarterly in arrears based on actual hours accrued.

 Stonecrop Wealth Advisors’ Financial Planning fees are calculated and charged on a fixed fee basis,
 typically ranging from $2,400 to $15,000, depending on the specific arrangement reached with the client.

 Stonecrop Wealth Advisors may request a retainer upon completion of the initial fact-finding session with
 the client; however, advance payment will never exceed $1,200 for work that will not be completed within
 six months. The balance is due upon completion of the plan.

 Stonecrop Wealth Advisors reserves the discretion to reduce or waive the hourly fee if a financial planning
 client chooses to engage the Firm for the Portfolio Management Services. The client will be billed quarterly
 in arrears based on actual hours accrued.

 Sub-Advisors
 In certain circumstances, the Firm may recommend the services of a sub-advisor, and a sub-advisory fee
 may be charged in addition to the investment management fee charged by the Firm.

 General Information
 In certain circumstances, fees, account minimums, and payment terms are negotiable depending on the
 client’s unique situation – such as the size of the aggregate related party portfolio size, family holdings,
 low-cost basis securities, or certain passively advised investments and pre-existing relationships with
 clients. Certain clients may pay more or less than others depending on the amount of assets, type of
 portfolio, or the time involved, the degree of responsibility assumed, complexity of the engagement,
 special skills needed to solve problems, the application of experience, and knowledge of the client’s
 situation.

Stonecrop Wealth Advisors, LLC                                                              January 1, 2026 – v1

 Termination of the Advisory Relationship: A client agreement may be canceled at any time, by either party,
 for any reason, upon receipt of 30 days' written notice. As disclosed above, certain fees are paid in
 advance of services provided. Upon termination of any account, any prepaid, unearned fees will be
 promptly refunded. In calculating a client’s reimbursement of fees, Stonecrop Wealth Advisors will pro-
 rate the reimbursement according to the number of days remaining in the billing period.

 Mutual Fund Fees: All fees paid to Stonecrop Wealth Advisors for investment advisory services are
 separate and distinct from the fees and expenses charged by mutual funds and/or ETFs to their
 shareholders. These fees and expenses are described in each fund's prospectus. These fees will generally
 include a management fee, other fund expenses, and a possible distribution fee. If the fund also imposes
 sales charges, a client may pay an initial or deferred sales charge. A client could invest in a mutual fund
...

ITEM 7 - TYPES OF CLIENTS
 Stonecrop Wealth Advisors’ services are provided on a discretionary basis to a variety of clients, such as
 individuals, high-net-worth individuals, and trusts. In addition, we may also provide advisory services to
 entities such as pension plans and charitable organizations.

 Account Requirements

 Stonecrop Wealth Advisors does not have a specific account minimum. The Firm does not charge a
 minimum fee.