SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Beaird Harris
Dallas, TX
Beaird Harris Wealth Management, LLC, CRD 107238
Firm filing updated July 20, 2026 ·
- $2.3BAssets
- 13Advisory staff
- 3,331Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals497
- Individuals296
- Pension and profit sharing plans7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 296 | $148.7 million |
| High net worth individuals | 497 | $2.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $44.6 million |
| Charitable organizations | Fewer than 5 clients | $26.8 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $18.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$2.3 billion
- Accounts3,331
- Discretionary$2.2 billion · 3,297 accounts
- Non-discretionary$24.9 million · 34 accounts
People
- Employees19
- Advisory staff13
- Broker-dealer reps0
- Licensed insurance agents3
- Planning clients500
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Beaird Harris Wealth Management, LLC SEC-registered investment advisor. CRD 107238, SEC file 801-51938.
- Registered with the SEC as an investment advisor (status date on record: May 20, 1996).
Is Beaird Harris a fiduciary?
Short answer: Beaird Harris is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
3 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.