Advisor at Headwater Investment Consulting,Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Headwater Investment Consulting,Inc.
Location
Mcminnville, OR 97128
Credentials
Series 66
Industry experience
15 years
Thomas Sherwood is a financial advisor at Headwater Investment Consulting, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Headwater Investment Consulting since 2015. Outside of his advisory role, he is a co-owner of Tributary Properties LLC, a real estate holding company based in McMinnville, Oregon. Headwater Investment Consulting provides fee-only investment management and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a systematic, top-down macroeconomic investment approach with broadly diversified global equity and fixed-income allocations, primarily using mutual funds and ETFs.
Based on Headwater Investment Consulting,Inc.
0.75% annually (negotiable)
Fee-only: Fee-only investment advisory firm paid on a percentage of client assets managed
408 Se 1 St St.
Mcminnville, OR 97128
Oregon · Texas
Bernards & Associates, CPAs, PC
2026 - Present (1 year)
Headwater Investment Consulting, Inc.
2024 - Present (2 years)
Headwater Investment Consulting, Inc.
2015 - 2023 (8 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Newberg, OR
EISRC
Series 63, Series 66
Newberg, OR
BMA Advisors, LLC
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
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