Steven Lugar
Beaird Harris · Dallas, Texas
Steven Lugar is a fee-only financial advisor at Beaird Harris in Dallas, Texas, who holds the CFP credential. Steven 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 1044095 |
| Exams passed | Series 63 (1982) · Series 65 (2001) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bh-co.com |
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Questions about Steven
Is Steven Lugar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Beaird Harris, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Lugar based?
Steven Lugar is based in Dallas, Texas.
What does Steven specialize in?
Steven's specialties include tax planning, retirement planning, equity compensation, physicians & residents, founders (pre-exit) and family wealth transfer. Steven works with physicians, high earners, multi-generational families, real estate investors and founders.
What credentials does Steven Lugar hold?
Steven Lugar holds the CFP credential.
Is Steven Lugar registered with the SEC?
Yes. Steven Lugar is registered as an investment adviser representative in TX (CRD 1044095), 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 Steven Lugar?
Through Steven'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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