4 FIRM INFORMATION Hartmann Taylor Wealth Management, LLC (“HTWM,” “we,” “us,” “our”), a Limited Liability Company formed in June 2020, is a registered investment advisory firm located in Dallas, TX. We have been a registered investment advisory firm since October 2020. PRINCIPAL OWNERS HTWM is owned and controlled by William Taylor, its Managing Member and Chief Compliance Officer. INVESTMENT ADVISORY SERVICES Asset Management Services: We provide asset management services in which we manage your custodial accounts and provide you with continuous and ongoing supervision of your custodial accounts. Our services provide additional investment opportunities among stocks, bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), options, and additional securities. HTWM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. HTWM will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. HTWM seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of HTWM’s economic, investment or other financial interests. To meet its fiduciary obligations, HTWM attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, HTWM’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is HTWM’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent among its clients on a fair and equitable basis over time. Financial Planning and Consulting Services: HTWM can be engaged to provide sensible and objective financial planning analysis and recommendations in the following areas:
• Cash flow planning
• Financial independence and retirement
• Education planning
• Risk management planning
• Investment planning
• Estate planning and wealth transfer 5
• Tax planning
• Insurance planning
• Debt/Credit planning
• Retirement planning The above fee-only services can be undertaken either on a comprehensive or modular basis. All services and fees are outlined in a written Agreement. Typically, after the free consultation to determine the scope of the financial planning and a review of the provided financial documents, we determine the cost to provide the requested service(s), communicate the proposed fee to you, and finalize, upon receiving your affirmation to move forward, via written agreement. Once the written agreement is in place, we provide you with a list of the financial documents we will require to supplement what you already provided to us as part of the free consultation. This information typically includes everything necessary to create a personal balance sheet and income statement and may include tax returns, bank and credit card statements, mortgage statements, insurance policies, employee benefit information,

brokerage statements, and any trust or estate documents. The next step in HTWM’s financial planning process is to evaluate your current financial situation with the aid of financial planning software and other research tools. HTWM considers various scenarios to determine alternatives for achieving your financial objectives and potential problem areas requiring further discussion. HTWM will present findings with you and will discuss whether we need to refine any of HTWM’s assumptions and/or recommendations. Ultimately, the objective is to prioritize a set of goals and help you chart a course for attaining those goals. HTWM believes that a financial plan must be properly implemented and consistently monitored. Therefore, we remain available to coordinate HTWM’s services with those of your other advisors (accountant, attorney, insurance agent, business manager, agent, etc.). Family Office Services: Families with significant net worth face complex issues that require multiple areas of expertise. This complexity is in addition to the same concerns shared by most of HTWM’s clients – namely, who can we trust, and is the advice we receive truly objective? For a select group of families, we provide services on a daily basis that we call “Family Office Services.” Each of HTWM’s families receiving Family Office Services considers us to be their primary trusted advisor, and we typically have one or more full-time employees dedicated to serving each family’s needs. Together with other professionals, we help clients create, implement, and monitor strategies and reporting related to estate planning, income taxes, investments, philanthropy, generational wealth transfer, and cash management. HTWM’s Family Office Services are offered under a separate Limited Consulting Agreement. Services are tailored to the family and include one or more of the following:
• Personal Financial Coordination
• Investment Strategy Consultation 6
• Debt, Risk Management and Asset Protection Consultation
• Overall Financial Integration
• Proactive Management of Client Affairs TAILORED INVESTMENT ADVISORY SERVICES AND RESTRICTIONS HTWM offers the same suite of services to all our clients; however, specific recommendations and their implementation are dependent upon the individual client’s current financial situation such as income, net worth, and risk tolerance levels. On a case-by-case basis, our clients may impose restrictions on investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent us from properly servicing the client’s account, or if the restrictions would require us to deviate from our standard suite of services, we reserve the right to end the relationship. We may request additional information and documentation, such as current investments, tax returns, insurance policies, and estate plan. We will discuss your investment objectives, needs, and goals, but you must inform us of any changes. Unless directed by you, we do not independently verify any information provided to us by you or your attorney, accountant, or other professionals. WRAP FEE PROGRAMS HTWM does not participate in, recommend, or offer wrap fee programs. ASSETS UNDER MANAGEMENT As of December 31, 2023, HTWM manages $ 164,43,976 on a discretionary basis.