Dane Petty
OverRidge Wealth Advisors · Fort Worth, Texas
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.
Request an introduction to Dane →
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 4578270 |
| Exams passed | Series 63 (2005) · Series 65 (2013) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.overridge.com |
How Dane's firm compares
- OverRidge Wealth Advisors's average account is about $263,000, from its Form ADV (assets managed divided by 1,401 accounts).
Request an introduction to Dane
Tell Dane a little about what you're looking for. Dane isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dane
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.
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.
See something wrong? Request a correction. Read our methodology.