Veritas Wealth Partners LLC

Item 5. Fees and Compensation
      VWP offers services on a fee basis, which includes fixed fees, as well as fees based upon assets under
      management.

      Financial Planning and Consulting Fees

      VWP charges a fixed and/or hourly fee for providing financial planning and consulting services under a
      stand-alone engagement. These fees are negotiable, but range from $2,500 to $10,000, depending upon the

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 Disclosure Brochure                                                     Veritas Wealth Partners, LLC

      scope and complexity of the services and the professional rendering the financial planning and/or the
      consulting services. The fee can be for a defined project, such as the delivery of a plan, or for ongoing
      services. If the client engages the Firm for additional investment advisory services, VWP can offset all or
      a portion of its fees for those services based upon the amount paid for the financial planning and/or
      consulting services.

      The terms and conditions of the financial planning and/or consulting engagement are set forth in the
      Advisory Agreement. For project-based services VWP requires one-half of the fee (estimated hourly or
      fixed) payable upon execution of the Advisory Agreement. The outstanding balance is due upon delivery
      of the financial plan or completion of the agreed upon services. Ongoing services are charged as described
      in the investment management section, below. The Firm does not, however, take receipt of $1,200 or more
      in prepaid fees, six or more months in advance of services rendered.

      Wealth Management Fees

      VWP offers wealth management services for an annual fee based on the amount of assets under the Firm’s
      management. This management fee varies in accordance with the following fee schedule:

                                  PORTFOLIO VALUE                         BASE FEE
                                      Up to $2,000,000                       1.00%
                                   $2,000,001 - $4,000,000                   0.85%
                                   $4,000,001 - $7,000,000                   0.75%
                                  $7,000,001 - $10,000,000                   0.65%
                                     Above $10,000,000                       0.60%

      The annual fee is prorated and charged quarterly, in arrears, based upon the market value of the average
      month-end account balance during that quarter. The Firm uses the valuation of a party independent from
      the Firm (including the client’s custodian or another third-party).

      If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee
      payable with respect to such assets is not adjusted to reflect the interim change in portfolio value. For the
      initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement
      is terminated, the fee for the final billing period is prorated through the effective date of the termination and
      the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision. Additionally, for
      asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets,
      accommodation accounts, alternative investments, etc.), VWP can negotiate a fee rate that differs from the

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 Disclosure Brochure                                                   Veritas Wealth Partners, LLC

      range set forth above. Clients are advised that a conflict of interest exists for the Firm to recommend that
      clients engage VWP for additional services for compensation, including rolling over retirement accounts
      or moving other assets to the Firm’s management. Clients retain absolute discretion over all decisions
      regarding engaging the Firm and are under no obligation to act upon any of the recommendations.

      Fee Discretion

      VWP may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
      anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
      managed, related accounts, account composition, pre-existing/legacy client relationship, account retention,
      pro bono activities, or competitive purposes.

      Additional Fees and Expenses

      In addition to the advisory fees paid to VWP, clients also incur certain charges imposed by other third
      parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
      (collectively “Financial Institutions”). These additional charges include securities brokerage commissions,
      transaction fees, custodial fees, fees attributable to alternative assets, margin and other borrowing costs,
      charges imposed directly by a mutual fund or ETF in a client’s account, as disclosed in the fund’s prospectus
      (e.g., fund management fees and other fund expenses), deferred sales charges, odd-lot differentials, transfer
      taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities
      transactions. The Firm’s brokerage practices are described at length in Item 12, below.

      Direct Fee Debit
...

Item 7. Types of Clients
      VWP offers services to individuals, trusts, estates, charitable organizations, corporations and other business
      entities.

      Minimum Account Value

      As a condition for starting and maintaining an investment management relationship, VWP imposes a
      minimum portfolio value of $1,000,000. VWP may, in its sole discretion, accept clients with smaller
      portfolios based upon certain criteria, including anticipated future earning capacity, anticipated future
      additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-
      existing client, account retention, and pro bono activities. VWP only accepts clients with less than the
      minimum portfolio size if the Firm determines the smaller portfolio size will not cause a substantial increase
      of investment risk beyond the client’s identified risk tolerance. VWP may, in its sole discretion, aggregate
      the portfolios of family members to meet the minimum portfolio size.

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 Disclosure Brochure                                                  Veritas Wealth Partners, LLC