Weinand Financial Inc

Item 5 – Fees and Compensation

A      Our Fees. A description of the advisory fees we charge for our services is set forth in this Item 5. Unless otherwise
       indicated below, our fees are not negotiable. However, there may be instances where individual clients may pay
       fees that are higher or lower or otherwise materially different than those described in this brochure based on our
       decision to honor legacy fee arrangements or other factors. All fee arrangements are detailed in a written advisory
       agreement entered with the client prior to the commencement of our services.

       Fees for Financial Planning and Consulting Services

       For financial planning and consulting engagements, we typically charge fixed fees ranging from $2,500 - $7,500.
       On occasion, we may offer discrete financial consulting services or project-based services for hourly fees of up to
       $500 per hour. For ongoing financial planning and consulting relationships, the annual fixed fee is subject to annual
       adjustment, subject to the client’s right to terminate the relationship. The specific fixed fee or hourly fee rate will
       be determined based upon the scope of your financial planning and consulting needs, the amount and complexity
       of your financial resources, and our expectation of the time and effort necessary to provide services and will be set
       forth in a written advisory agreement you will be required to enter with WFI at the inception of our relationship.
       The full balance of fees due WFI is typically payable upon our completion of the engagement, although we reserve
       the right to request that the client pay all or a portion of these fees at the inception of the relationship or monthly or
       quarterly in arrears as work is completed. Fees for these services are payable by check or other form of payment
       deemed acceptable by WFI upon our delivery of a written invoice to you. Clients are never charged more than
       $1,200 six (6) or more months in advance for these services.

       Fees for Wealth Management Services

       We charge annual asset-based fees calculated as a percentage of the average daily balance of your account, including
       the value of any cash balances, in accordance with the following fee schedules:

       For wealth management client assets held at American Funds Service Company® (“AFS”):

                 ASSETS UNDER MANAGEMENT                                                 ANNUAL FEE
                        $0.00 – $999,999.99                                                 0.65%
                    $1,000,000 – $1,999,999.99                                              0.55%
                    $2,000,000 – $3,999,999.99                                              0.45%
                    $4,000,000 – $5,999,999.99                                              0.40%
                       $6,000,000 and above                                                 0.35%

                                        [CONTINUED ON THE FOLLOWING PAGE]

                                                                                           8120 Freedom Lane NE, Suite 101
                                                                                                   Lacey, Washington 98516

                                                                               www.weinand.us         360-459-4847

For wealth management client assets held at Charles Schwab & Co., Inc. (“Schwab”):

          ASSETS UNDER MANAGEMENT                                               ANNUAL FEE
                  $0 – $499,999.99                                                0.675%
              $500,000 – $999,999.99                                               0.65%
             $1,000,000 – $1,999,999.99                                            0.55%
             $2,000,000 – $3,999,999.99                                           0.475%
             $4,000,000 – $5,999,999.99                                            0.40%
                $6,000,000 and above                                             Negotiable

These fees are payable to us quarterly or monthly, in arrears, and will be applied to your account on a blended basis.
For illustration purposes only, an account with an average daily balance value of $700,000 held at Schwab will pay
fees at a rate of 0.675% for the first $499,999.99, and 0.65% on the balance of the account. Advisory fees charged
by Independent Managers are included within the fees payable to WFI under the above fee schedules.

We will calculate our fees utilizing the average daily balance of your account as of the close of the prior billing
period. Fees shall be pro-rated for any partial billing periods based on the number of days services were provided.
Please note that some or all of the investments in your account may be intended as long-term investments and
withdrawals of cash and premature liquidations of securities positions may impair the achievement of your
investment objectives.

At our discretion, we may combine the account values of family members living in the same household to determine
the applicable advisory fee. For example, we may combine account values for you and your minor children, joint
accounts with your spouse, and other types of related accounts. Combining account values may increase the asset
total, which may result in paying a reduced advisory fee.

Unless otherwise agreed, fees for these services will be deducted directly from your account held at the qualified
custodian. Our direct fee deduction policies are described below in this Item 5.

Our asset-based fees are typically calculated based on the average daily balance of your account (including cash
balances) as reported by the custodian of your assets. The custodian may use various pricing services such as
...

Item 7 – Types of Clients

We typically provide investment advice to individuals, high net worth individuals, employer sponsored retirement plans
and their participants, trusts, charitable organizations, partnerships, corporations and other business entities. Because each
client is unique, they must be willing to be involved in the planning and ongoing processes of our management of their
account. Such involvement does not have to be time consuming, however we want our clients to remain informed and have
a sense of security about their investments. We typically require a minimum account balance of $500,000 to commence and
maintain a wealth management services relationship with our firm. We may waive these minimums in our sole discretion
for individual clients.