Hayden
Heinz

Overridge Wealth Advisors

CRD#7868199
Investment Advisor
in Fort Worth, TX

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About this Advisor

Hayden Heinz is a financial advisor based in Fort Worth, Texas, working with Overridge Wealth Advisors. Hayden has previously held positions at Overridge Wealth Advisors, Uber, Red River Roofing, Noah's Pool Cleaning Service, Fort Brewery, Walnut Creek Country Club, Texas Tech University, Fellowship Academy, Mansfield High School, and Wester Middle School. Hayden has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Hayden is part of Overridge Wealth Advisors, which operates out of Fort Worth, Texas. The firm has 11 employees and manages assets totaling $250.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Overridge Wealth Advisors includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

6300 Ridglea Place Suite 1020
Fort Worth, TX 76116

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Overridge Wealth Advisors Brokerage Details

Total Assets Under Management

$250,191,890

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

1,078

TX Average: 2,315
Average Account Size

$232,089

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hayden Heinz Work History

2024 - Present (0 year)

Overridge Wealth Advisors

2023 - 2023 (< 1 year)

Overridge Wealth Advisors

2022 - 2023 (1 year)

Uber

2021 - 2021 (< 1 year)

Red River Roofing

2020 - 2020 (< 1 year)

Noah'S Pool Cleaning Service

2019 - 2019 (< 1 year)

Fort Brewery

2019 - 2023 (4 years)

Texas Tech University

2017 - 2018 (1 year)

Walnut Creek Country Club

2017 - 2019 (2 years)

Fellowship Academy

2015 - 2017 (2 years)

Mansfield High School

2013 - 2015 (2 years)

Wester Middle School

Disclosures

Please visit the SEC profile of Hayden Heinz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Overridge Wealth Advisors

Hayden Heinz
Fort Worth, TX
Christopher Coffin
Fort Worth, TX
Maureen Maidlow
Fort Worth, TX
Robert Knapp
Aledo, TX
Ronnie Huskey
Fort Worth, TX
Sylvester Stemley
Fort Worth, TX
Dane Petty
Fort Worth, TX
Andrew Heinz
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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