Description of Services and Fees Founder Family Financial, LLC, is a registered investment adviser primarily based in Austin, Texas. We are organized as a limited liability company under the laws of the State of Texas. Robert Berger is our principal owner. We offer the full spectrum of wealth management services by incorporating financial planning, investment management, and other aggregated financial services. As used in this brochure, the words "we," "our" and "us" refer to Founder Family Financial, LLC, and the words "you," "your" and "client" refer to you as either a client or prospective client of our firm. Also, you may see the term associated person throughout this brochure. As used in this brochure, our associated persons are our firm's officers, employees, and all individuals providing investment advice on behalf of our firm. The following paragraphs describe our services and fees. Please refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. Currently, we offer the following investment advisory services, which are personalized to each individual client:
• Investment Management Services
• Family Office and Wealth Planning Services
• Financial Planning and Consulting Services Investment Management Services We offer discretionary and in some instances, non-discretionary investment management services. Our investment advice is tailored to meet our clients' needs and investment objectives. If you retain our firm for wealth management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf. As part of our wealth management services, we may customize an investment portfolio for you according to your risk tolerance and investing objectives. We may also invest your assets using a predefined strategy, or we may invest your assets according to one or more model portfolios developed by our firm. Once we construct an investment portfolio for you, or select a model portfolio, we will monitor your portfolio's performance on an ongoing basis, and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. In order to best service your account, we request that you grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold for your account without your approval prior to each transaction. Discretionary authority

is typically granted by the investment advisory agreement you sign with our firm and the appropriate trading authorization forms. You may limit our discretionary authority (for example, limiting the types of securities that can be purchased for your account) by providing our firm with your restrictions and guidelines in writing. If you enter into a non-discretionary arrangement with our firm, we must obtain your approval prior to executing any transactions on behalf of your account. Family Office and Wealth Planning Services We are a multifamily office that offers a diverse range of services that will help you and your family efficiently use your accumulated wealth to meet your objectives both today and into the future. Such services are generally in the following areas:
• Investment Allocation, Selection, and Monitoring
• Comprehensive Reporting
• Cash Flow Monitoring
• Financial Planning Services to include Integrated Tax Planning and Estate Planning
• Family Education, Philanthropy and Coordination
• Overall Risk Management Services For a separate fee, you may also retain our firm to manage your securities portfolio, as described in the Investment Management Services section in this brochure. Financial Planning and Consulting Services We also offer stand-alone financial planning and consulting services which typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. These services can range from broad, comprehensive, financial planning to consultative or single subject planning. If you retain our firm for financial planning services, we will meet with you to gather information about your financial circumstances and objectives and define the relationship and scope of the engagement. In some cases we may use financial planning software to determine your current financial position and to define and quantify your long-term and short term-term goals and objectives. Financial planning services are based on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. Types of Investments We may advise you on any type of investment that we deem appropriate based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. You may request that we refrain from investing in particular securities or certain types of securities. You must provide these restrictions to our firm in writing. Assets Under Management As of December 31, 2024, we provide continuous management services for $270,833,123 in client assets on a discretionary basis.