Wildes Financial Strategies Inc

Item 5 Fees and Compensation
Financial Planning and Consulting Services
We provide financial planning and consulting services on an hourly basis, and in some cases, we may
negotiate a fixed fee or percentage of portfolio/plan asset fee. Our hourly fee is $400 and generally due
upon completion of services rendered. Our fixed fees may range up to $10,000, and in certain
instances may exceed this limit where the services requested require more time and are complex in
nature. The fixed fee is generally payable 50% in advance with the remaining portion due upon
completion of services rendered. We also offer ongoing financial planning services for a negotiated
fixed fee (estimated hours for the billing period based on hourly rate) that is generally payable in
quarterly installments. Fixed fee arrangements and the estimated time needed will vary depending on
the unique circumstances of each individual client. To the extent we negotiate a percentage of asset
fee, such fee may range up to 1.00% of portfolio/plan assets payable quarterly in advance or in
arrears. In our sole discretion, we may negotiate our fee and fee-paying arrangements depending on
the client's individual circumstances. Under no circumstances will we require prepayment of a fee in
excess of $1,200 for services not performed within six months of the advanced payment. All terms of
our engagement will be evidenced in the written agreement that you sign with our firm.

Additional Fees and Expenses
As part of our investment advisory services, we may recommend that you invest in mutual funds and
exchange traded funds. The fees that you pay to our firm for investment advisory services are separate
and distinct from the fees and expenses charged by mutual funds or exchange traded funds (described
in each fund's prospectus) to their shareholders. These fees will generally include a management fee
and other fund expenses. To the extent you accept our recommendations and decide to implement
such recommendations outside of our Wrap Fee Program (see Part 2A Appendix 1), you may incur
transaction/brokerage fees in addition to a management fee depending on the investment adviser
and/or broker-dealer/custodian. To fully understand the total cost you will incur, you should review all
the fees charged by mutual funds, exchange traded funds, our firm, and others. For information on our
brokerage practices, please refer to the Brokerage Practices section of our firm's Wrap Fee Brochure
(Part 2A Appendix 1).

Compensation for the Sale of Securities or Other Investment Products
Persons providing investment advice on behalf of our firm are licensed as independent insurance
agents. These persons will earn commission-based compensation for selling insurance products,
including insurance products they sell to you. Insurance commissions earned by these persons are
separate and in addition to our advisory fees. This practice presents a conflict of interest because
persons providing investment advice on behalf of our firm who are insurance agents have an incentive
to recommend insurance products to you for the purpose of generating commissions rather than solely
based on your needs. You are under no obligation, contractually or otherwise, to purchase insurance
products through any person affiliated with our firm.

Item 7 Types of Clients
We offer investment advisory services to individuals, high net worth individuals, pension and profit-
sharing plans, charitable organizations and corporations or other businesses.