Beaird Harris
TL;DR
Operating as an investment adviser since 1996 and affiliated with the Beaird Harris CPA practice, it provides advisory and financial planning services to individuals, trusts, plans and businesses.
$2.3 billion
Regulatory AUM
As of ADV filing 2026-07-20
3,331
Accounts / Clients
793 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
19
Team Size
employees, 13 advisory
30 yrs
Years Registered
First registered 1996
About Beaird Harris
Operating as an investment adviser since 1996 and affiliated with the Beaird Harris CPA practice, it provides advisory and financial planning services to individuals, trusts, plans and businesses.
Office: 5005 LBJ Fwy, Suite 1700, Dallas, TX 75244.
Best for: Families near $1M or more wanting fee-only advice with CPA tax depth
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD107238
RegistrationSEC-registered
First registration1996
Regulatory AUM$2.3 billion
ADV filing date2026-07-20
Accounts3,331
Clients793 individual and high-net-worth clients
Employees19
Advisory employees13
Fee modelFee-only per its own site and ADV 2A
MinimumPrefers $1,000,000 account; $10,000 minimum annual fee, reducible to $5,000 (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA and EA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 107238, as of ADV filing 2026-07-20, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Dallas, TX (2026): rank 4 of 10
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