Veridan Wealth LLC

ITEM 5: FEES & COMPENSATION

Compensation for Our Advisory Services

Asset Management:
The maximum annual fee charged for this service will not exceed 1.00%. Fees to be assessed will be
outlined in the advisory agreement to be signed by the Client. Our firm does not bill on cash unless
indicated otherwise in writing. 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. Fees are negotiable and will be
deducted from client account(s). Adjustments will be made for deposits and withdrawals during the
quarter. Our firm does not offer direct invoicing. 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. All securities held in accounts managed by Veridan
   will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the
   Custodian’s valuation to ensure accurate billing;

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, a legend urging the comparison of information
   provided in our statement with those from the qualified custodian will be included.

Comprehensive Portfolio Management:

The maximum annual fee charged for this service will not exceed 1.00%. Fees to be assessed will be
outlined in the advisory agreement to be signed by the Client. Our firm bills on cash unless indicated
otherwise in writing. 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. Fees are negotiable and will be
deducted from client account(s). Adjustments will be made for deposits and withdrawals during the
quarter. Our firm does not offer direct invoicing. As part of this process, Clients understand the
following:

Page 6                                                   Veridan Wealth LLC Form ADV Part 2A-B Firm Brochure

Comprehensive Portfolio Management, Cont’d:
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. All securities held in accounts managed by Veridan
   will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the
   Custodian’s valuation to ensure accurate billing;
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, a legend urging the comparison of
   information provided in our statement with those from the qualified custodian will be included.
Use of Sub-Advisors- As noted in Item 4, the Advisor may implement all or a portion of a Client’s
investment portfolio utilizing one or more Sub-Advisors. To mitigate any conflict of interest, the Advisor
does not receive any additional compensation from engaging Sub-Advisors other than the Asset
Management or Comprehensive Portfolio Management fee mentioned above. For Client accounts
managed by a Sub-Advisor, the Sub-Advisors will each assume the responsibility for calculating and
deducting their respective fees from the Client’s account[s].

Financial Planning & Consulting:

Our firm charges on an hourly or flat fee basis for financial planning and consulting services. 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. Flat fees
range from $500 to $25,000. The fee-paying arrangements will be determined on a case-by-case basis
and will be detailed in the signed consulting agreement. Our firm will not require a retainer exceeding
$1,200 when services cannot be rendered within 6 months.

Retirement Plan Consulting:
Our Retirement Plan Consulting services are billed on a fee 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. Fees based on a percentage of managed
Plan assets will not exceed 0.50%. The fee-paying arrangements will be determined on a case-by-case
basis and will be detailed in the signed consulting agreement.

Other Types of Fees & Expenses
Clients will incur transaction fees for trades executed by their chosen custodian, either based on a
percentage of the dollar amount of assets in the account(s) or via individual transaction charges. These
transaction fees are separate from our firm’s advisory fees and will be disclosed by the chosen
custodian.

Fidelity Brokerage Services (“Fidelity”) eliminated transaction fees for U.S. listed equities and
exchange traded funds for clients who opt into electronic delivery of statements or maintain at least
$1 million in assets at Fidelity. Clients who do not meet either criteria will be subject to transaction fees
charged by Fidelity for U.S. listed equities and exchange traded funds. In certain circumstances, the
Advisor may execute transactions through broker-dealers or counterparties other than the Client’s
Custodian (“trading away”). When this occurs, Clients may incur additional or different transaction-
related costs, including fees charged by the executing broker-dealer and/or additional processing or
custody-related charges imposed by the custodian. These costs are borne by the Client and are not
included in the advisory fee.

Clients may also pay holdings charges imposed by the chosen custodian for certain investments,
...

ITEM 7: TYPES OF CLIENTS & ACCOUNT REQUIREMENTS

Our firm has the following types of clients:
• Individuals and High Net Worth Individuals;

• Trusts, Estates or Charitable Organizations;
• Pension and Profit Sharing Plans;

• Charitable Organizations
Our firm does not impose requirements for opening and maintaining accounts or otherwise engaging
us. However, clients who opt into electronic delivery of statements or maintain at least $1 million in
assets at Fidelity will not be charged transaction fees for U.S. listed equities and exchange traded
funds.

Page 8                                                   Veridan Wealth LLC Form ADV Part 2A-B Firm Brochure