Overridge Wealth Advisors fees and pricing
Financial planner in Fort Worth, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 17, 2026, Overridge Wealth Advisors charges a flat or project fee of $250-$1,000 and a quarterly fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$1,000
“Registrant’s planning and consulting fees are negotiable, but generally range from $250 to $1,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Quarterly fee
- $250/qtr
“AssetMark generally also assesses a $250 quarterly maintenance fee to Registrant, which fee may be waived by AssetMark for each quarter in which Registrant maintains an average daily balance of $1,000,000 or more in client assets on the AssetMark investment platform.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Overridge Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
- “Upon termination, the Registrant shall refund the prorated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”
How Overridge Wealth Advisors’ fees compare
- Its flat or project fee of $250-$1,000 is below the Texas median of $3,850. 6% of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 15 other planners in Fort Worth that publish a flat or project fee charge less.
About Overridge Wealth Advisors
“Prior to engaging the Registrant to provide planning or consulting services, clients are generally required to enter into a Financial Planning and Consulting Agree”
- Firm size: 10 employees.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 464
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $368,216,317
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115009
- Phone
- (817) 738-1451
Can advise clients in 4 states: California, Colorado, Louisiana, Texas
Other planners in Fort Worth that publish fees
- 9I Capital Group LLCFort Worth$150/hr, $1,500-$10,000
- Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
- CF FinancialFort Worth$2,500-$10,000
- Dean, Jacobson Financial ServicesFort Worth$75-$350/hr, $1,500-$20,000
- Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
- Holland Investment Management, Inc.Fort Worth$300-$350/hr, $5,000-$25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.