HEAD TO TOE FINANCIAL PLANNING

HEAD TO TOE FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 330663). Regulatory assets under management: $23.3M.

Registration

• CRD: 330663
• Type: Registered investment adviser
• Phone: 503-334-7864
• Latest filing: 2026-01-20
• Regulatory AUM: $23.3M
• Discretionary AUM: $23.3M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330663 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search