Whitaker-Myers Wealth Managers Ltd

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management Fees

        Total Assets Under Management                  Annual Fees
        On the balance $0 - $1,000,000                 1.00%

        On the balance $1,000,000 - $3,000,000          0.75%

        On the balance $3,000,000 - $5,000,000          0.60%

        On the balance of over $5,000,000               0.50%

The advisory fee is calculated using the value of the assets on the last business day of the
prior billing period. Fees for the remainder of the initial quarter for new clients will be
withdrawn from their accounts when accounts are funded.

These fees are generally negotiable, and the final fee schedule is attached as Exhibit I of
the Investment Advisory Contract. Clients may terminate the agreement without penalty
for a full refund of WMWML's fees within five business days of signing the Investment
Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract
immediately upon written notice. There is no account minimum for any of WMWML’s
services.

Selection of Other Advisers Fees

WMWML may specifically direct clients to Betterment. The annual fee schedule is as
follows:

         Total Assets               WMWML’s Fee         Betterment’s Fee       Total Fee
$1 - $1,000,000                        0.88%                 0.12%              1.00%
$1,000,001 - $3,000,000                0.55%                 0.20%              0.75%
$3,000,001 - $5,000,000                0.40%                 0.20%              0.60%
$5,000,001- and greater                0.30%                 0.20%              0.50%

 Pension Consulting Services Fees

         Total Pension Assets                   Annual Fees
         $0 - $1,000,000                        1.00%

         $1,000,001 - $2,000,000                0.75%

         $2,000,001 - and greater               0.50%

 The advisory fee is calculated using the value of the assets on the last business day of the
 quarter. These fees are negotiable.

 Financial Planning Fees

 The one-time fee for service ranges from $250-$5,000 depending on the complexity of the
 plan. Financial planning allows for our financial planning team to serve all stages of life
 and the amount of assets. The fee is independent of where your assets are held, there are
 no ongoing financial planning fees after the delivery of the plan. Planning is designed for
 those who are looking for education and confidence to implement their financial plan.
 This model also fits those that need one-off advice on their financial picture.

 Clients may terminate the agreement without penalty, for a full refund of WMWML’s
 fees, within five business days of signing the Financial Planning Agreement. Thereafter,
 clients may terminate the Financial Planning Agreement upon written notice.

 Financial Coaching Fees

 Monthly Coaching

 For in-person or digital coaching sessions, the monthly rate is $150/month for personal
 finances and $200/month for personal and small business finances. These fees are
 negotiable.

 Custom Budgets

 A Financial Coach will create a custom budget tailored to the client’s unique
 circumstances. The fee is $250 per hour with time tracked.

Financial Peace University -Group Class for Businesses

A Financial Coach will host a nine-week course of Financial Peace University, meetings
will be hosted through a virtual meeting platform with a scheduled meeting time invite,
each paid attendee will receive the Ramsey + membership (year-long subscription) and a
weekly discussion meeting for nine weeks with the Financial Coach. A $250 per person
charge will be applied. The fee is negotiable.

Bill Pay Service Fees

WMWM can assist clients in getting their monthly bills paid. WMWM may create a plan
to get the selected bills paid from the client’s Schwab account(s). The one-time initial setup
fee and then a monthly fee-based payment determined by the number of monthly bills to
be paid.

Initial Set-Up: $250/hour (billed hourly to the minute), time spent will be tracked, and an
invoice will be sent with the time tracking.

        Number of Bills                         Cost
        1-3                                     $100.00

        4-7                                     $150.00

        7-10                                    $200.00

        Over 10 bills                           Additional $25 per bill

Debt-Free College Savings Plan

A Financial Coach will work with Collegiate Funding Solutions to create a college savings
plan that is intended to help families determine the best ways for them to save on the cost
of college. The fee is $250 per hour with time tracked.

Estate Planning Fees

                  Service                                 One-Time Fee
                Will                                      $600.00

                Trust                                     $1,500.00

                Deed                                      *Fee Varies By State

B. Payment of Fees

Payment of Portfolio Management Fees

Asset-based portfolio management fees are withdrawn directly from the client's accounts
with the client's written authorization on a quarterly basis or may be invoiced and billed
directly to the client on a quarterly basis. Clients may select the method in which they are
billed, payable via cash, check, or wire. Fees are paid in advance. Fees for the remainder
of the initial quarter for new clients will be withdrawn from their accounts when accounts
are funded.

Payment of Selection of Other Adviser Fees

Fees are withdrawn directly from the client's accounts with the client's written
authorization on a quarterly basis or may be invoiced and billed directly to the client on
a quarterly basis.

EncorEstate Plans fees may be charged to the client’s credit card provided by the client for
one-time authorized use or the client may be invoiced and pay by check or withdrawn
...

Item 7: Types of Clients

WMWML generally provides advisory services to the following types of clients:
   ❖     Individuals
   ❖     High-Net-Worth Individuals
   ❖     Pension and Profit-Sharing Plans
   ❖     Charitable Organizations