Jeanie Harris
Allred Harris Wealth Management. · Dallas, Texas
Jeanie Harris is a fee-only financial advisor at Allred Harris Wealth Management. in Dallas, Texas. Allred Harris Wealth Management. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Allred Harris Wealth Management. |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $493.4M across 353 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7842754 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.allredcapitalmanagement.com |
| Profile |
How Jeanie's firm compares
- Allred Harris Wealth Management.'s average account is about $1.4 million, from its Form ADV (assets managed divided by 353 accounts).
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Questions about Jeanie
Is Jeanie Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeanie holds no broker registration, and Allred Harris Wealth Management. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeanie charge for financial advice?
Jeanie's firm, Allred Harris Wealth Management., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeanie Harris based?
Jeanie Harris is based in Dallas, Texas.
Is Jeanie Harris registered with the SEC?
Yes. Jeanie Harris is registered as an investment adviser representative in TX (CRD 7842754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allred Harris Wealth Management. manage?
Allred Harris Wealth Management. reports $493.4M across 353 accounts in assets under management.
How do I contact Jeanie Harris?
Through Jeanie's website, www.allredcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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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