WYZE Wealth Advisors LLC

Item 5 Fees and Compensation

Comprehensive Financial Planning & Discretionary Investment Management Services

Our fee for Comprehensive Financial Planning and Discretionary Investment Management Services is
based on a percentage of assets under management and is assessed on a blended basis, as outlined
below.

                      Asset Value                                       Annual Fee

                    $0 to $500,000                                         1.15%
                $500,001 to $1,000,000                                     0.95%
               $1,000,001 to $2,000,000                                    0.75%
               $2,000,001 to $5,000,000                                    0.60%
              $5,000,001 to $10,000,000                                    0.45%
              $10,000,001 to $20,000,000                                   0.33%
                   Over $20,000,000                                        0.25%

Fees are negotiable at the advisor’s discretion, pro-rated, and billed quarterly in advance. The total
advisory fee is calculated by applying the applicable percentage to each tier of assets and combining
the results into a single blended fee, based on account values as of the last day of the previous quarter.

Clients participating in our IAS platform receive a reduced fee schedule, as detailed in Schedule B –
Fee Schedule of the Investment Advisory Client Agreement.

For instance, at an account value of $1,000,000, the blended fee is 1.05%, decreasing to 0.84% at
$2,500,000, 0.77% at $3,500,000, 0.72% at $5,000,000, 0.59% at $10,000,000, 0.42% at $25,000,000,
and 0.33% at $50,000,000. No increase in the annual fee shall be effective without the clients’ consent,
obtained by either signing a new advisory agreement or amending their current advisory agreement.

Advisory fees are directly debited from clients’ accounts, or clients can choose to pay by an account
they specify. Accounts initiated or terminated during a calendar quarter will be charged a pro-rated fee
based on the remaining time in the billing period. Accounts can be terminated with written notice at
least 30 calendar days in advance. Upon termination, any unearned fee will be refunded to the clients.

Financial Planning Engagement Fee

Wyze Wealth offers a standalone, one-time Financial Planning Engagement for a fixed fee of $2,500.

The fee is payable in two installments:

   •   Initial Payment: $1,250 due prior to commencement of planning work.
   •   Final Payment: $1,250 due upon scheduling of the Strategy Meeting.

The Financial Planning Engagement is separate and distinct from Wealth Management Services and
Investment Advisory Services. The fee is not based on assets under management and is not charged in
addition to ongoing advisory fees.

Clients who subsequently engage Wyze Wealth for Wealth Management Services will receive a credit
equal to the full $2,500 Financial Planning Engagement fee, which will be applied toward future
advisory fees.

Planning work will not begin until the initial payment has been received. The initial payment becomes
earned upon commencement of planning work, except that all fees paid will be refunded if the client
exercises the right to terminate the engagement without penalty within five (5) business days
following receipt of the required disclosure documents. The remaining balance becomes due upon
scheduling the Strategy Meeting. If the client terminates the engagement after planning work has
commenced but before the Strategy Meeting, the initial payment will remain earned. If the final
payment has been collected but the Strategy Meeting has not occurred, the final payment will be
refunded. Following the Strategy Meeting, all fees are considered earned.

Additional Fees and Expenses

Under our Wealth Management and Investment Advisory Services, we may suggest investments in
mutual funds, exchange-traded funds (ETFs), interval funds, and private funds. The fees for our
investment advisory services are separate from the fees and expenses these funds charge, as
detailed in each fund's prospectus. These fees typically include a management fee and other fund
expenses. A 0.10% fee is applied to the portion of the account allocated to individual stock positions
using the Wyze Direct Stock Portfolio.

Transaction charges and/or brokerage fees may be incurred when buying or selling these funds, with
stocks and ETFs usually exempt from brokerage fees but subject to exchange fees. These charges
are imposed by the broker-dealer or custodian handling clients’ account transactions, and we do not
share in any portion of these fees. To fully understand total costs, clients should review all fees
charged by mutual funds, ETFs, interval funds, private funds, our firm, and others. For details on our
brokerage practices, refer to the Brokerage Practices section of this brochure.

Item 7 Types of Clients
We offer our financial planning and portfolio management services to individuals, high-net-worth
individuals, organizations (charitable or otherwise), and other business entities.

We do not have a minimum account size but rather a minimum annual fee of $5,000 for Investment
Advisory Services (Stand-Alone) and $7,500 for Wealth Management Services (Financial Planning +
Investment Advisory). Exceptions may be granted at Wyze Wealth's management team's discretion.