# Heidi Morshead

> Heidi Morshead is a fee-only financial advisor at Shira Ridge Wealth Management in San Rafael, California. Heidi focuses on estate & legacy planning, tax planning and retirement planning. Shira Ridge Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/heidi-morshead/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Shira Ridge Wealth Management
- **Based in:** San Rafael, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $366.4M across 841 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Sustainable & impact investing
- **CRD:** 1694450 (https://adviserinfo.sec.gov/individual/summary/1694450)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1993)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.shiraridge.com

## Frequently asked questions

### Is Heidi Morshead a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Heidi holds no broker registration, and Shira Ridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Heidi charge for financial advice?

Heidi's firm, Shira Ridge Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### How much does Heidi charge?

According to Shira Ridge Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Heidi Morshead based?

Heidi Morshead is based in San Rafael, California.

### What does Heidi specialize in?

Heidi's specialties include estate & legacy planning, tax planning, retirement planning and sustainable & impact investing.

### Is Heidi Morshead registered with the SEC?

Yes. Heidi Morshead is registered as an investment adviser representative in CA (CRD 1694450), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shira Ridge Wealth Management manage?

Shira Ridge Wealth Management reports $366.4M across 841 accounts in assets under management.

### How do I contact Heidi Morshead?

Through Heidi's website, www.shiraridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1694450): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://shiraridge.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.