# Kelly Snider

> Kelly Snider is a fee-only financial advisor at Beaird Harris in Dallas, Texas. Kelly focuses on tax planning, retirement planning and equity compensation. Beaird Harris reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelly-snider/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Beaird Harris
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.27B across 3,331 accounts
- **Specialties:** Tax planning, Retirement planning, Equity compensation, Physicians & residents, Founders (pre-exit), Family wealth transfer
- **Works with:** Physicians, High earners, Multi-generational families, Real estate investors, Founders
- **CRD:** 5874195 (https://adviserinfo.sec.gov/individual/summary/5874195)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2011), Series 66 (2014)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.bh-co.com

## Frequently asked questions

### Is Kelly Snider a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly 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 Kelly charge for financial advice?

Kelly's firm, Beaird Harris, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kelly Snider based?

Kelly Snider is based in Dallas, Texas.

### What does Kelly specialize in?

Kelly's specialties include tax planning, retirement planning, equity compensation, physicians & residents, founders (pre-exit) and family wealth transfer. Kelly works with physicians, high earners, multi-generational families, real estate investors and founders.

### Is Kelly Snider registered with the SEC?

Yes. Kelly Snider is registered as an investment adviser representative in TX (CRD 5874195), 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 Kelly Snider?

Through Kelly's website, www.bh-co.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5874195): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bh-co.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.