Andrew Heinz
Andrew Heinz is a registered investment advisor at Overridge Wealth Advisors, based in Fort Worth, TX, with 28 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 464 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be reduced based on various criteria. Certain clients may be subject to legacy fee schedules.
Fee Estimator
Location
6300 Ridglea Place, Suite 1020, Fort Worth, TX, 76116
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is the President and CEO of OverRidge Wealth Advisors, dedicating full-time hours to investment advisory services and portfolio management. He is also the Vice President/CIO for various insurance providers, focusing on fixed annuities and life insurance, which takes about 10-20% of his time. Finally, Andrew is a finance committee member and board member for Texas Baptist Men, a non-profit disaster relief organization, dedicating minimal time to this activity.
Employment History
Current Registrations
Overridge Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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