James Zimmerman
Beaird Harris · Dallas, Texas
James Zimmerman is a fee-only financial advisor at Beaird Harris in Dallas, Texas, who holds the CFP credential. James focuses on tax planning, retirement planning and equity compensation. Beaird Harris reports charging a percentage of assets and fixed fees on its Form ADV.
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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 3136109 |
| Exams passed | Series 63 (1998) · Series 66 (2006) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bh-co.com |
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Questions about James
Is James Zimmerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Beaird Harris, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Zimmerman based?
James Zimmerman is based in Dallas, Texas.
What does James specialize in?
James's specialties include tax planning, retirement planning, equity compensation, physicians & residents, founders (pre-exit) and family wealth transfer. James works with physicians, high earners, multi-generational families, real estate investors and founders.
What credentials does James Zimmerman hold?
James Zimmerman holds the CFP credential.
Is James Zimmerman registered with the SEC?
Yes. James Zimmerman is registered as an investment adviser representative in TX (CRD 3136109), 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 James Zimmerman?
Through James'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.
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