# Dane Petty

> Dane Petty is a fee-only financial advisor at OverRidge Wealth Advisors in Fort Worth, Texas. Dane focuses on retirement planning and small business owners. OverRidge Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dane-petty/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $368.2M across 1,401 accounts
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 4578270 (https://adviserinfo.sec.gov/individual/summary/4578270)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2005), Series 65 (2013)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.overridge.com

## Frequently asked questions

### Is Dane Petty a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dane 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 Dane charge for financial advice?

Dane's firm, OverRidge Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dane Petty based?

Dane Petty is based in Fort Worth, Texas.

### What does Dane specialize in?

Dane's specialties include retirement planning and small business owners.

### Is Dane Petty registered with the SEC?

Yes. Dane Petty is registered as an investment adviser representative in TX (CRD 4578270), 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 Dane Petty?

Through Dane's website, www.overridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4578270): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.overridge.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.