Founded in 1984, Wealth Planning Corporation (WPC) primarily focuses on providing Investment Advisory Services and Financial Planning Services for individuals. These fee-based services are available to the client independently, but many clients select to engage WPC for multiple services. Under Federal and State law, WPC and its employees act as a fiduciary and are required by legal and ethical codes of conduct to disclose all material facts relating to the advisory relationship we have with clients. As a fiduciary, we seek to avoid conflicts of interest with our clients and make full disclosure of any potential conflicts that may arise. This includes providing sufficient specific facts so that a client can understand the conflict of interest and the business practice(s) that could affect the advisory relationship in order for the client to give informed consent to accept or reject such practice or conflict. This obligation extends the requirement to disclose this information in greater detail at any time it arises in the day-to-day activities with clients, regardless, if otherwise included in this Brochure or as stated in the WPC Financial Planning, Services, and Investment Advisory Agreements. Investment Advisory Services are provided under the Investment Advisory Agreements and are implemented utilizing an independent, third-party custodian (ex. Charles Schwab & Co.) to house individual investment accounts in the name of the client. WPC and the client complete an Investment Policy Statement stating a targeted asset allocation model based upon several factors including any client specific preferences or restrictions. Via the investment account application with the selected custodian, the client further agrees to give WPC discretionary authority to implement its investment recommendations. Investments in the client’s accounts are purchased and sold by WPC using a diversified model portfolio consisting primarily of no-load mutual funds, Exchange Traded Funds (ETFs) and other

investment vehicles as deemed appropriate by WPC Investment Committee. WPC currently manages investments of approximately $480 million within its client accounts. WPC does not maintain minimum account size requirements, but the Investment Advisory Fees will vary dependent upon the aggregate size of the client’s market value of assets under direct management. WPC does permit the aggregation of family accounts to reach a lower fee tier or reduce the overall fee under special client circumstances. See Item 5 for further discussion of fees. Financial Planning Services are provided under WPC Financial Planning Agreement and may encompass several activities related to providing analysis and recommendations in the areas of retirement planning, education funding, life and long-term care insurance, estate planning, tax planning, and cash flow management. WPC engages in the review and analysis of the pertinent data supplied by the client and prepares a written report using financial planning software which includes illustrations, cash flow analysis and summary reports to address certain concerns and opportunities as they relate to the overall financial picture of a client. Fees for financial planning services will vary dependent upon the scope of work and complexities unique to each situation. Total cost will be provided to the client at the time of engagement. Fees may be discounted for clients utilizing investment advisory services. For more information on fees, see Item 5. Implementation of the recommendations resulting from the analysis is entirely at the client’s discretion. The recommendations may require working closely with an attorney, accountant, insurance agent and/or investment broker for implementation. Expenses related to the implementation of any recommendations are the responsibility of the client. If the client requests WPC to help implement recommendations, any fees, costs, or compensation associated with implementation will be fully disclosed prior to action.