TPG Financial Advisors LLC

Item 5 – Fees and Compensation

Fees are generally calculated as a flat fee, asset-based fee, or a combination of the two. We also provide
hourly consulting services for other projects.

Our fees are highly dependent upon a variety of factors, including: the size of the portfolio, the scope
of work required by the agreement, the location of the client and whether travel is required, and the
number of meetings required. As a result, we do not have a standard fee schedule that applies to all
clients.

The methodology behind fee calculations will be detailed in the Agreement signed by the Plan Sponsor
and/or Plan Trustees. Retirement service Agreements are generally terminable upon providing
TPGFA with 30 days written notice.

Item 7 – Types of Clients

We provide comprehensive investment advisory, consulting, and/or fiduciary services to both
qualified and non-qualified defined benefit, defined contribution, and deferred compensation plan
sponsors. Specifically, we provide services to the following types of clients:

        • Pension and profit-sharing plans
        • Charitable organizations
        • Corporations
We offer a Pooled Employer Plan (PEP), which is a 401(k) maintained as a single plan while allowing
multiple unrelated employers to participate. This reduces the fiduciary liability and simplifies plan
administration for the employer while still providing them with control over plan design and
provisions to ensure the plan is meeting the needs of their employees and company.