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RIA / WealthAdvisor10 years in industry

NATHAN Eugene SCHORSCH

Advisor at HEAD TO TOE FINANCIAL PLANNING

HILLSBORO, OR

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Search this name across graphsid dfx:ria:609b0141-db14-48af-551e-61c8741b63c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 7, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HEAD TO TOE FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Feb 9, 2016
First registration: Sep 7, 2017
Dual registered: no
Other names: NATHAN SCHORSCH
IAPD individual key: 6588270

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HEAD TO TOE FINANCIAL PLANNING	State registered	May 24, 2024	n/a	yes	HILLSBORO, OR	Current employment
ARES FINANCIAL CONSULTING LLC	Independent wealth	Sep 7, 2022	Jun 10, 2024	no	CALABASAS, CA\|Hillsboro, OR	Previous registration
HEAD TO TOE FINANCIAL PLANNING	n/a	Feb 28, 2018	Nov 29, 2022	no	HILLSBORO, OR	Previous registration
WATERSHED WEALTH PLANNING LLC	State registered	Sep 7, 2017	Feb 28, 2018	no	Portland, OR\|PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARES FINANCIAL CONSULTING LLC	HEAD TO TOE FINANCIAL PLANNING	Jun 10, 2024	May 24, 2024	-17	Firm change	RIA to state RIA
HEAD TO TOE FINANCIAL PLANNING	ARES FINANCIAL CONSULTING LLC	Nov 29, 2022	Sep 7, 2022	-83	Firm change after gap	Other
WATERSHED WEALTH PLANNING LLC	HEAD TO TOE FINANCIAL PLANNING	Feb 28, 2018	Feb 28, 2018	0	Firm change	Other

Relationships

Registered with (4)

→ HEAD TO TOE FINANCIAL PLANNINGRegistered adviserregistration: current employment
May 24, 2024 to presentfactForm ADV
→ ARES FINANCIAL CONSULTING LLCRegistered adviserregistration: previous registration
Sep 7, 2022 to Jun 10, 2024factForm ADV
→ HEAD TO TOE FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Feb 28, 2018 to Nov 29, 2022factForm ADV
→ WATERSHED WEALTH PLANNING LLCRegistered adviserregistration: previous registration
Sep 7, 2017 to Feb 28, 2018factForm ADV

Dated events

Occurred
Jun 10, 2024
Advisor changed firm
Nathan Eugene Schorsch left Ares Financial Consulting Llc for Head To Toe Financial Planning (registered 2024-05-24)
Form ADVobserved 5 days ago
Occurred
Nov 29, 2022
Advisor changed firm
Nathan Eugene Schorsch left Head To Toe Financial Planning for Ares Financial Consulting Llc (registered 2022-09-07)
Form ADVobserved 5 days ago