Andrew Heinz
OverRidge Wealth Advisors · Fort Worth, Texas
Andrew Heinz is a fee-only financial advisor at OverRidge Wealth Advisors in Fort Worth, Texas. Andrew focuses on retirement planning and small business owners. OverRidge Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | OverRidge Wealth Advisors |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $368.2M across 1,401 accounts |
| SEC registration | Investment adviser representative in TX · CRD 3023047 |
| Exams passed | Series 63 (1998) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.overridge.com |
| Profile |
How Andrew's firm compares
- OverRidge Wealth Advisors's average account is about $263,000, from its Form ADV (assets managed divided by 1,401 accounts).
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Questions about Andrew
Is Andrew Heinz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and OverRidge Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, OverRidge Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Heinz based?
Andrew Heinz is based in Fort Worth, Texas.
What does Andrew specialize in?
Andrew's specialties include retirement planning and small business owners.
Is Andrew Heinz registered with the SEC?
Yes. Andrew Heinz is registered as an investment adviser representative in TX (CRD 3023047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OverRidge Wealth Advisors manage?
OverRidge Wealth Advisors reports $368.2M across 1,401 accounts in assets under management.
How do I contact Andrew Heinz?
Through Andrew's website, www.overridge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
Other advisors in Texas who focus on retirement planning
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
- OverRidge Wealth Advisors 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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