# Jeffery Sorensen

> Jeffery Sorensen is a fee-only financial advisor at OverRidge Wealth Advisors in Westlake Village, California. Jeffery 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/jeffery-sorensen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** OverRidge Wealth Advisors
- **Based in:** Westlake Village, California
- **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:** 1623946 (https://adviserinfo.sec.gov/individual/summary/1623946)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1987), Series 65 (1999)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.overridge.com

## Frequently asked questions

### Is Jeffery Sorensen a fee-only financial advisor?

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

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

### Where is Jeffery Sorensen based?

Jeffery Sorensen is based in Westlake Village, California.

### What does Jeffery specialize in?

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

### Is Jeffery Sorensen registered with the SEC?

Yes. Jeffery Sorensen is registered as an investment adviser representative in CA (CRD 1623946), 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 Jeffery Sorensen?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1623946): 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.