Dane Petty
Dane Petty is a registered investment advisor at Overridge Wealth Advisors, based in Fort Worth, TX, with 20 years of industry experience. Dane 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
Dane is the COO/CCO of OverRidge Wealth Advisors, dedicating full-time hours to overseeing operations, HR, compliance, and billing. He also sells fixed annuities and life insurance, also dedicating full-time hours. Finally, Dane serves as an elder at Travis Avenue Baptist Church, spending minimal time on this role.
Employment History
Current Registrations
Overridge Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Transamerica Financial Advisors, INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.