Jacob King
Beaird Harris · Dallas, Texas
Jacob King is a fee-only financial advisor at Beaird Harris in Dallas, Texas, who holds the CFP credential. Jacob focuses on tax planning, retirement planning and equity compensation. Beaird Harris reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jacob →
Specialties
Who they serve
- Physicians
- High earners
- Multi-generational families
- Real estate investors
- Founders
Facts
| Firm | Beaird Harris |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.27B across 3,331 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5476454 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bh-co.com |
Request an introduction to Jacob
Tell Jacob a little about what you're looking for. Jacob isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jacob
Is Jacob King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Beaird Harris reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Beaird Harris, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob King based?
Jacob King is based in Dallas, Texas.
What does Jacob specialize in?
Jacob's specialties include tax planning, retirement planning, equity compensation, physicians & residents, founders (pre-exit) and family wealth transfer. Jacob works with physicians, high earners, multi-generational families, real estate investors and founders.
What credentials does Jacob King hold?
Jacob King holds the CFP credential.
Is Jacob King registered with the SEC?
Yes. Jacob King is registered as an investment adviser representative in TX (CRD 5476454), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beaird Harris manage?
Beaird Harris reports $2.27B across 3,331 accounts in assets under management.
How do I contact Jacob King?
Through Jacob's website, www.bh-co.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Beaird Harris website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.