Maureen
Maidlow

Overridge Wealth Advisors

CRD#6293279
Investment Advisor
in Fort Worth, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Maureen Maidlow is a financial advisor based in Fort Worth, Texas, working with Overridge Wealth Advisors. Maureen has previously held positions at Corey Callaway, Aflac, and Lee Johnson Capital Management. Maureen has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Maureen 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 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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

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

Maureen Maidlow Work History

2015 - Present (10 years)

Lee Johnson Capital Management

2014 - 2015 (1 year)

Corey Callaway

2013 - 2015 (2 years)

Aflac

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Maureen Maidlow 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

Maureen Maidlow
Fort Worth, TX
Hayden Heinz
Fort Worth, TX
Christopher Coffin
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started