Heidi Morshead
Shira Ridge Wealth Management · San Rafael, California
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.
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Specialties
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 | $366.4M across 841 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1694450 |
| Exams passed | Series 63 (1993) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.shiraridge.com |
How Heidi's firm compares
- Shira Ridge Wealth Management's average account is about $436,000, from its Form ADV (assets managed divided by 841 accounts).
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Questions about Heidi
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Shira Ridge Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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