Geometric Wealth Advisors, LLC (“Geometric”) is a Limited Liability Company formed under the laws of the State of Delaware. Geometric has been in business since January of 2015, and is owned and managed by Andrew S. Leonard, Thomas W. McAndrews, Julia C. Higgins, and Tracy L. Johnson. Patrick S. McGough is the Chief Compliance Officer. Geometric provides personalized wealth management services to individuals, families and trusts. Wealth management includes both investment management and financial planning services, as described below. Investment Management Geometric creates an individualized investment plan for each client. The plan will be specific to each client’s unique life situation, financial goals, investment objectives, time frame for investing, tolerance for risk, and other factors. Geometric does not have a minimum account size for investment management services – the firm considers all potential clients on a case-by-case basis to determine appropriateness, and in some instances charges a minimum fee (see Item 5). Investment management services will be provided on a discretionary basis. Accordingly, Geometric will be authorized to perform various functions, on the client's behalf, without further approval from the client. Such functions will include the determination of the type and/or amount of securities to be purchased or sold. As part of the Wealth Management Agreement that details the responsibilities of both parties, clients will be asked to execute a Limited Power of Attorney granting Geometric discretionary authority over the client’s accounts. Clients may at any time place restrictions on the types of investments that Geometric may use in their accounts, or on the allocations to each security type. Such restrictions must be provided in writing. Financial Planning Geometric will advise clients on all matters of financial planning, including but not limited to tax planning, saving for retirement, saving for college, debt management, financing of large purchases, estate planning, and charitable giving. All advice will be specific to each client’s unique situation, and will be based on information provided by the client through meetings, conversations, and the sharing of documents. It is important that clients continually update Geometric with any changes in their lives that might affect the advice given or the plan that is already in place. Certain financial planning issues require deeper subject matter expertise than Geometric can provide, or require specific services that can only be provided by licensed professionals.

In those instances, Geometric may provide referrals to outside professionals such as accountants, estate attorneys, or insurance brokers. Geometric will not accept any form of monetary compensation from outside professionals for those referrals. GEOMETRIC WEALTH ADVISORS, LLC 5 Clients should be aware that conflicts may exist between Geometric’s interest and those of our clients receiving financial planning advice, in that Geometric could provide recommendations that result in outcomes that create additional wealth management fees. Clients are under no obligation to act upon our recommendation, and if the client elects to act on any recommendation, the client is under no obligation to effect the transaction through Geometric. Tax and Estate Planning Services As part of its investment management and financial planning services, Geometric will also generally provide tax and estate planning services through its duly-licensed and qualified personnel. Tax services include tax return preparation, tax planning/consulting, quarterly voucher preparation, and tax notice assistance/representation. Estate planning services include a periodic review of a client’s estate plan, estate plan organization, and asset titling and beneficiary designation confirmations. Importantly, clients should be aware that Geometric is not a law firm and none of its personnel render any legal services, and as such clients should not construe Geometric or its personnel as their legal counsel. Clients should refer to their specific wealth management agreement for the agreed-upon tax and estate planning services to be rendered, as well as for important exclusions for what is explicitly not provided as part of such services. If a client requests, Geometric may recommend the services of other professionals for implementation purposes. Clients are under no obligation to engage the services of any such recommended professional. Clients retain absolute discretion over all such implementation decisions and are free to accept or reject any recommendation from Geometric. If clients engage any professional recommended by Geometric, and a dispute arises thereafter relative to such engagement, clients agree to seek recourse exclusively from and against the engaged professional. Wrap Fee Program Geometric does not offer participation in a wrap fee program. Assets under Management As of March 12, 2024, Geometric has $764,110,000 of assets under management across 1,574 accounts for 202 client households, all of which are managed on a discretionary basis.