TQM Wealth Partners LLC

Item 5 - Fees and Compensation
Forms of payment are based on the types of services being provided, term of service, etc., and will be stated in
your engagement agreement with our firm. Fees are to be paid by check or draft from US-based financial
institutions. With your prior authorization payment may also be made through your investment account held
at your custodian of record. Payment requests for our advisory fees will be preceded by our invoice, and fees
paid to our firm will be noted in your account statement you will receive from your custodian. Our firm does not
accept cash, money orders or similar forms of payment for its engagements.

Types of Fees and Payment Schedule
Financial Planning Services Fees
Project-based engagements are assessed fixed fees that range from $5,000 to $50,000. Our fee will take into
consideration factors such as the complexity of your financial profile, the depth of services to be provided
through the engagement, assets that comprise your overall portfolio, number of accounts comprising the
portfolio, whether you or our firm will implement the transactions for your account(s), time involved in the
engagement, among others. A deposit equaling one-half of the quoted fee will be due upon execution of the
engagement agreement and the remaining portion upon plan delivery. We may require an equal monthly
installment payment of the remaining fixed fee if the engagement extends beyond a month.

Clients interested in a limited planning component engagement are assessed an hourly fee. Our rate is $250 per
hour; billed in 15-minute increments, and a partial increment (e.g., seven minutes) will be treated as a whole
increment. Prior to entering into an agreement with our firm you will receive an estimate of the overall cost
based on your requirements and the time involved. We do not require a deposit to initiate the engagement;
the entire amount will be due at delivery of our invoice which coincides with the presentation of your plan. An
hourly engagement lasting more than one month may be billed at the end of each month for time incurred.

Portfolio Management Services Fees - Internal Portfolio Management
When we provide our portfolio management services, the account will be assessed an annualized asset- based
fee that will be determined by the reporting period ending value of your account (e.g., the last market day
of the quarter). Our fee is based on a straight tier; all accounts are charged a single percentage rate. For the
benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual
or two or more accounts within the same family, or accounts where a family member has power of attorney over
another family member’s account. We bill on a quarterly basis, in arrears, per the following:

                  Assets Under Management                   Annualized Asset-Based Fee
                       First $1,000,000                       1.30% (130 basis points)
                       Next $1,000,000                        0.90% (90 basis points)
                       Next $1,000,000                        0.80% (80 basis points)
                   Amount over $3,000,000                     0.70% (70 basis points)

Accounts will be assessed in accordance with asset values disclosed on the statement the client will receive from
the custodian of record for computation of the advisory fee. In the rare absence of a reportable market value,

                                            TQM WEALTH PARTNERS, LLC
                                           FORM ADV PART 2A – MAY 2026

our firm may seek a third-party opinion from a recognized industry source (e.g., unaffiliated public accounting
firm), and the client may choose to separately seek such an opinion at their own expense as to the valuation of
“hard-to-price” securities if necessary.

Your first billing cycle will begin once your agreement is executed with our firm and assets have settled into your
account held by the custodian of record. Advisory fees for partial quarters as well as mid-cycle additions or
withdrawals of $50,000 or more will be prorated based on the remaining days in the reporting period in which
our firm services the account. Fee payments will generally be assessed within the first 15 days of each billing
cycle.

We will concurrently send you and the custodian of record a written notice (“invoice”) each billing period
that describes the advisory fees to be deducted from your account at our direction. This notice will be
delivered prior to the deduction of fees. Your notice will include the total fee assessed, covered period,
calculation formula utilized, and reference to the assets under management in which the fee had been
based. Please note that it is important that you verify the accuracy of fee calculations; the custodian may
not verify the accuracy of advisory fee assessments for you.

By signing our firm’s engagement agreement, as well as the selected custodian account opening documents, you
will be authorizing the withdrawal of our advisory fees from your account. The withdrawal will be
accomplished by the custodian of record at the request of our firm, and the custodian will remit our fee directly
to our firm. All fees deducted will be clearly noted on account statements that you will receive directly from the
custodian of record on at least a quarterly basis.

Alternatively, you may request to directly pay our advisory firm its portfolio management fee in lieu of having
the advisory fee withdrawn from your investment account. Our valuation assessment will remain the same as
described above, and the client’s direct payment must be received by our firm within 15 days of our invoice.

Portfolio Management Services Fees - Third-Party Investment Managers
Each third-party investment manager service has a stated fee range that will be described to you in the
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Item 7 - Types of Clients

We provide advisory services to individuals and high net worth individuals of all investment experience,
as well as small businesses, foundations, and charitable organizations. We do not require minimum
income, minimum asset levels or other similar preconditions, and we will inform you in advance of any
minimum criteria should a third-party investment manager be engaged. We reserve the right to waive or
reduce certain fees based on unique individual circumstances, special arrangements, or preexisting
relationships. The firm reserves the right to decline services to any prospective client for any
nondiscriminatory reason.