Stordahl Capital Management Inc

Item 5: Fees & Compensation

     Compensation for Our Advisory Services

     Comprehensive Wealth Management:

                                  Assets Under Management             Annual Fee
                                       First $2,000,000                 1.00%
                                       Next $2,000,000                  0.75%
                                       Next $1,000,000                  0.50%
                                      Above $5,000,000                Negotiable

ADV Part 2A – Firm Brochure                           Page 6                               Stordahl Capital Management, Inc.

     Please Note: To qualify for the above tiered fee breakpoints, clients must maintain at least $1,000,000
     in assets under management with our firm. Households under $1,000,000 will be subject to a flat fee of
     1.50%.

     Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s)
     on the last day of the previous quarter. Adjustments will be made for all deposits and withdrawals made
     during the quarter. It should be noted that our advisory fees will be assessed on cash balances unless
     otherwise agreed to in writing. Fees are negotiable and will be deducted from client account(s). As part
     of this process, clients understand the following:

          a) The client’s independent custodian sends statements at least quarterly showing the market values
             for each security included in the assets and all account disbursements, including the amount of
             the advisory fees paid to our firm;
          b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our firm
             will send an invoice directly to the custodian; and
          c) If our firm sends a copy of our invoice to the client, we will urge that clients compare information
             provided in our statement with information from the qualified custodian.

     Due to recent regulatory changes, fee based variable annuities under our management shall be billed
     quarterly in arrears on the average daily balance of the previous quarter. The firm had previously billed
     on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the
     previous quarter.

     Financial Planning & Consulting:

     SCM generally charges on an hourly fee basis for Financial Planning & Consulting services. However we
     may agree to charge an asset based fee of up to 25 basis points for certain monitored accounts. The total
     estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
     engagement with the client. The maximum hourly fee to be charged will not exceed $500. Fees will be
     directly billed to the client upon delivery of a financial plan or consultation and on a quarterly basis
     thereafter. Our firm will not require a retainer exceeding $1,200 when services cannot be rendered within
     6 months.

     Retirement Plan Consulting:

     Retirement Plan Consulting services are billed based on the percentage of Plan assets under management.
     The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
     engagement with the client and will not exceed 1.00%.

     Plans are generally billed either quarterly in arrears based on the average daily balance of the previous
     quarter, or quarterly in arrears based on the account value on the final day of the previous quarter
     depending on the plan provider. Plans not affiliated with a third-party plan provider and managed directly
     by SCM are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last
     day of the previous quarter. The specific fee-paying arrangements for Retirement Plan Consulting service
     will be determined on a case-by-case basis and will be detailed in the signed consulting agreement.

ADV Part 2A – Firm Brochure                           Page 7                               Stordahl Capital Management, Inc.

     Other Types of Fees & Expenses

     Clients will incur transaction charges for trades executed in their accounts in certain securities. These
     transaction fees are separate from SCM’s advisory fees and will be disclosed by the chosen custodian.
     Schwab does not charge transaction fees on U.S.-listed equities and exchange-traded funds (ETFs). Clients
     may also pay holdings charges imposed by the chosen custodian for certain investments, charges imposed
     directly by a mutual fund, index fund, or exchange-traded fund, which shall be disclosed in the fund’s
     prospectus (i.e., fund management fees, initial or deferred sales charges, mutual fund sales loads, 12b-1
     fees, surrender charges, variable annuity fees, IRA and qualified retirement plan fees, and other fund
     expenses). SCM does not receive a portion of these fees.

     Termination & Refunds

     Either party may terminate the advisory agreement signed with SCM for Comprehensive Wealth
     Management services in writing at any time. Upon notice of termination our firm will process a pro-rata
     refund of the unearned portion of the advisory fees charged in advance at the beginning of the quarter.

     Financial Planning & Consulting clients may terminate their agreement at any time before the delivery of
     a financial plan by providing written notice. For purposes of calculating refunds, all work performed by us
     up to the point of termination shall be calculated at the hourly fee currently in effect. Clients will receive
     a pro-rata refund of unearned fees based on the time and effort expended by SCM.

     Either party to a Retirement Plan Consulting Agreement may terminate their agreement at any time by
     providing written notice to the other party. Full refunds will only be made in cases where cancellation
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Item 7: Types of Clients & Account Requirements

     SCM has the following types of clients:
        • Individuals and High Net Worth Families

ADV Part 2A – Firm Brochure                            Page 8                               Stordahl Capital Management, Inc.

          •    Trusts, Estates or Charitable Organizations;
          •    Pension and Profit-Sharing Plans;
          •    Corporations, Limited Liability Companies and/or Other Business Types

     SCM generally requires a minimum household asset level of $2,000,000 for our Comprehensive Wealth
     Management service for new clients. Exceptions are made for family of existing clients or clients who are
     expected to achieve the minimum target level in the near future. In order to qualify to our tiered billing
     discounts, clients must maintain a minimum relationship size of $1,000,000 in assets under our
     management.