Firm
Beaird Harris
Dallas, Texas
Fee-only
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | bh-co.com |
| Phone | (972) 503-1040 |
Beaird Harris fees
Beaird Harris doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $2.3 billion |
| Individual clients | 296 |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 107238 |
Advisors at this firm (18)
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Chase Perry
CFP
-
Donald Harris
-
Jacob King
CFP
-
James Simmons
-
James Sullivan
CFP · CFA
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James Zimmerman
CFP
-
Joseph Dunn
CFP
-
Justin Watson
CFP · PFS
-
Kelly Snider
-
Kevin Lindley
-
Kraishylea Agboaye
-
Patrick Beaird
PFS
-
Paula Allgood
-
Ronald Skalberg
-
Steven Lugar
CFP
-
Stuart Herzog
-
Tai Chu
CFP
-
Virginia Baker
CFP