Wolfstone Wealth LLC

Item 5: Fees and Compensation
Wolfstone Wealth receives compensation based on the type of advisory services performed. Wolfstone
Wealth reserves the right to negotiate fees and compensation with its clients. Negotiated fees between
Wolfstone Wealth and the client will supersede Wolfstone Wealth’s existing fee structure. The Wolfstone
Wealth investment advisory contract can be terminated by the client without penalty within five (5) business
days of the signing of the investment advisory contract and the client will not be responsible for advisory fees
incurred during that time. Please review the fee and compensation information below.

Lower fees for comparable services may be available from other sources.

Financial Planning Fees
Financial planning services are negotiated and will range from a minimum fee of $2,000 and a maximum fee of
$10,000. Unless negotiated otherwise, we require 50% due upfront and the remaining 50% due at the delivery
of the plan.

The agreement may be terminated, without penalty, upon at least 5 business days of written notice by either
party.

Investment Management Fee Structure
Our investment management fees are negotiated and unless negotiated otherwise, are charged quarterly, in
advance, and are based on the market value of the assets being managed at the end of the previous quarter,
and will not exceed 1.5% of the assets under management.

Either party, upon thirty (30) days written notice to the other, may terminate the investment management
services agreement in accordance with the terms of the agreement for services. Investment management
fees, charged in advance prior to the end of the billing period, will be prorated for the billing period in which
the termination notice is given and any unearned fees will be refunded to the client, if applicable.

Investment Advisory Fee Billing
Wolfstone Wealth receives written authorization from the client to deduct advisory fees from an account held
by a qualified custodian. Wolfstone Wealth sends the qualified custodian an invoice of the amount of the fee
to be deducted from the client’s advisory account(s) at the end of each quarter. The qualified custodian sends
the client a statement, at least quarterly that reflects the deduction of the investment advisory fee.

Qualified Plan Consulting Fees
The plan sponsor fiduciary engages Wolfstone Wealth through Wolfstone Wealth’s Retirement/Pension Plan
Consulting Agreement. Fees vary and Wolfstone Wealth’s advisory fees can range from .50% to 1.00% of plan
assets. This does not include fees charged by other firms affiliated with the qualified plan. (i.e. custodial fees,
recordkeeping fees, internal expenses of mutual funds, exchange traded funds (ETFs) or sub-accounts, third
party administrator (TPA) fees, or other fees charged by the plan provider.)

Either party to the qualified plan consulting agreement can terminate the agreement upon written notice to
the other party in accordance with the terms of the agreement for services. The qualified plan consulting fees
will be prorated for the billing period in which the termination notice is given and any unearned fees will be
refunded to the client, if applicable.

Other Fees and Expenses
Wolfstone Wealth does not charge additional fees other than the fees listed above and/or negotiated.

Wolfstone Wealth does not receive or share any additional fees or expenses incurred by advisory clients.

Wolfstone Wealth clients will incur brokerage and other transaction costs by the custodian. Wolfstone Wealth
does not receive these fees nor does it share in these fees; see Item 12 for additional information.

Lower fees for comparable services may be available from other sources.

Item 7: Types of Clients
Wolfstone Wealth clients can include: individuals, high net worth individuals, business entities, trusts, estates,
charitable organizations, and Qualified Retirement Plan Sponsors. Wolfstone Wealth does not require an
annual minimum fee or asset level for investment advisory or investment planning services.