Head To Toe Financial Planning

Overview

Head To Toe Financial Planning is an independent, individual-owned RIA focused on planning and portfolio management for individuals and families. The firm offers a mix of fee models — percentage of AUM, hourly engagements and fixed fees — and positions financial planning as a core client entry point. Its advisory scope includes ongoing portfolio management for individuals and small businesses, pension consulting-related work, and educational seminars or workshops. The firm reports being an active ESG investor, integrating environmental, social and governance considerations into its investment selection and monitoring. Head To Toe is not organized as a capital allocator; it relies primarily on third-party managers and pooled vehicles rather than running proprietary private capital programs. Given its client base and service mix, the firm appears to emphasize customized planning and diversified, manager-driven portfolios rather than direct alternative asset sourcing or large institutional strategies.

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Location & Offices