Head To Toe Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our hourly rate is $200.”

Flat or project fee

$1,000⁠-⁠$4,000

“Fixed fee rates range between $1,000 to $4,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Head To Toe Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in arrears, ranging from $900 to $1,275.”

How Head To Toe Financial Planning’s fees compare

• Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
• None of the 2 other planners in Hillsboro that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$4,000 is below the Oregon median of $4,000. 20% of the 92 other Oregon planners that publish a flat or project fee charge less.
• None of the 2 other planners in Hillsboro that publish a flat or project fee charge less.

About Head To Toe Financial Planning

• Principal: Nathan Schorsch
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

23

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$23,337,811

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330663

Website

headtotoefinancial.com (opens in new tab)

Phone

(503) 334-7864

Can advise clients in 2 states: California, Oregon

Other planners in Hillsboro that publish fees

• Gratke Wealth, LLCHillsboro$250/hr
• Independent Investment AdvisorsHillsboro$1,500⁠-⁠$4,500
• Rock Creek Wealth ManagementHillsboro$300/hr
• Wellspring Advisors, Inc.Hillsboro$3,000⁠-⁠$10,000

Compare all 6 planners in Hillsboro