Enso Wealth Management, LLC is a California-based investment advisor firm that succeeded DeCota Wealth Management, LLC in 2014. The firm manages approximately $1.51 billion on a discretionary basis and $291 million on a non-discretionary basis as of December 31, 2021. Enso Wealth offers comprehensive portfolio management, financial planning, and pension consulting services to individuals, families, trusts, corporations, and retirement plans. The firm's investment strategies include long-term and short-term purchases, trading, and short sales, among others. Enso Wealth may delegate certain administrative and investment oversight duties to sub-advisors and provides a customized multi-manager portfolio solution through the Enso Custom Portfolio Platform. The firm charges fees based on a percentage of assets under management, with flat fees for financial planning and pension consulting services. Enso Wealth does not receive soft dollar benefits and does not vote proxies on behalf of clients. The firm maintains client assets with a qualified custodian and does not have custody of client funds. Enso Wealth's privacy policy ensures the protection of client information and limits disclosures to non-affiliated third parties. Clients have the option to opt-out of certain disclosures. The firm's commitment to privacy, security practices, and accuracy of client information is emphasized in its policies.

Creekside Partners Financial Advisers LLC is a registered investment adviser based in Petaluma, CA, established in April 2003. The firm specializes in financial planning, investment management, and general financial advisory services. They manage $505,276,940 in assets under management on a discretionary basis as of December 31, 2024. Creekside Partners acts as a fiduciary, obligated to act in the best interests of clients. They offer fee-based services, with fees based on a tiered schedule starting at 0.75% for the first $2,000,000 in assets. The firm does not charge performance-based fees. Clients have investment discretion, allowing Creekside Partners to make decisions on their behalf. The firm primarily uses value-driven investment strategies, focusing on asset allocation and individual securities selection. Clients include individuals, families, trusts, nonprofit corporations, and company retirement plans. Creekside Partners recommends clients custody their assets with Schwab or Fidelity. The firm does not accept compensation for client referrals and does not vote client securities. Clients receive quarterly account statements directly from the custodian. Creekside Partners does not maintain physical custody of client funds but has limited authority to transfer assets between client accounts.

Burleson & Company, LLC is a financial advisory firm based in Petaluma, CA, founded in 2004 by James D. Burleson. The firm specializes in providing comprehensive portfolio management services, financial planning, consulting, and concierge services to individuals, families, trusts, estates, charitable organizations, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. For Comprehensive Portfolio Management, the firm typically charges an annual fee ranging from 1.00% to 0.60% based on the assets under management. Consulting & Concierge services are billed hourly at a negotiable rate or on a fixed fee basis. Retirement Plan Services are fee-based, not exceeding 0.75% of plan assets under management. The firm also serves as an investment adviser to a private fund focusing on seed-stage and Series A financing investments within technology and sustainable industries. Clients are required to have a minimum account balance of $2,000,000 for Comprehensive Portfolio Management, with a negotiable minimum annual fee. The firm does not offer wrap fee programs and manages over $373 million on a discretionary basis. Clients have the option to direct brokerage outside the firm's recommendation, but this may result in higher costs. The firm does not vote proxies on behalf of clients and does not accept authority to vote proxies. The firm does not provide financial information in the brochure as it does not prepay fees over $1,200 or have financial conditions impairing its obligations.

Clearlake Advisors, L.l.c. is a financial advisory firm based in Petaluma, California. It currently has approximately $253,846,102 of assets under management and employs about 4 people. Clearlake Advisors, L.l.c. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

FPC Investment Advisory, Inc. is a Registered Investment Adviser established in 1994, with its principal owners being Bijan Golkar, CEO & CCO, and Tyler Schalch, CIO. The firm offers discretionary investment management, financial planning, consulting services, and income tax preparation. They primarily invest in securities, mutual funds, and ETFs, with a focus on index funds. The firm requires a minimum account size of $2,000,000 but may accept smaller accounts at its discretion. FPC acts as a fiduciary, putting clients' interests first. They charge an annual fee of up to 1.00% based on assets under management, deducted directly from client accounts. FPC does not engage in performance-based fees or side-by-side management. The firm serves individuals, high-net-worth individuals, families, estates, trusts, corporations, and charitable foundations. FPC's investment strategy includes Cyclical Tactile Asset Allocation, monitoring economic conditions globally, and rebalancing portfolios. The firm discloses potential risks associated with investments, such as market risk and liquidity risk. FPC does not have any disciplinary events, and its business continuity plan ensures prompt recovery in case of disruptions. Clients receive quarterly statements from the qualified custodian, Charles Schwab & Co., Inc., who also provides various services to benefit both clients and the firm. FPC maintains a Code of Ethics, handles proxy voting, and has a Privacy Policy to protect client information.

Breen Wealth Management, LLC is a fee-only wealth management firm established in California in 2009. The firm, led by Brian Breen, CFP®, operates as a fiduciary, always acting in the best interest of clients. Services offered include comprehensive wealth management, financial planning, investment advisory, and pension consulting. The firm's investment strategy is rooted in Modern Portfolio Theory, focusing on asset allocation decisions using low-cost exchange-traded funds and institutional mutual funds. Clients have the option to place restrictions on investments. The firm manages $272,806,485 on a discretionary basis as of December 31, 2024. Fees for the Private Client Group services range from 0.15% to 0.35% per quarter. Financial planning and consulting services are charged on an hourly fee basis, with a maximum hourly fee of $400. Clients must have a minimum account balance of $1,000,000 for the Private Client Group services. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Clients have investment discretion, and the firm reviews accounts at least quarterly. The firm does not have custody of client funds or securities and maintains strict privacy policies. Brian Breen and Anthony M. Borba Jr. are the key professionals at the firm, with detailed educational backgrounds and business experience provided in the brochure supplements.