Beaird Harris fees and pricing
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Beaird Harris charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“Except as described in Item 7 below Adviser charges a minimum annual fee of $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beaird Harris bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Page | 6 Fee Billing Advisory clients will be charged in advance at the beginning of each calendar quarter.”
- “The initial quarterly fee will contain, in addition to the regular fee, a prorated amount for the prior quarter, which is the initial quarter for the account.”
- “When a client invests in mutual funds or ETFs or other pooled investment vehicles, the client indirectly bears its proportionate share of any fees and expenses payable directly to those funds, which are described in the applicable fund’s prospectus.”
How Beaird Harris’ fees compare
- Its annual fee of $10,000 is above the Texas median of $6,000. 74% of the 106 other Texas planners that publish an annual fee charge less.
- 8 of the 12 other planners in Dallas that publish an annual fee charge less.
About Beaird Harris
“Adviser is a fee-only Registered Investment Advisor that provides a variety of investment advisory and financial planning services to clients. Investment Advisory and Financial Planning Services Adviser provides investment advisory services combined with initial and ongoing financial planning”
- Firm size: 19 employees.
- Credentials named in the brochure: CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 1996 (30 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 793
- Employees
- 19
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $2,272,278,072
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107238
- Phone
- (972) 503-1040
Can advise clients in 9 states: Arkansas, California, Florida, Louisiana, New Mexico, Nevada, Oklahoma, Texas, Washington
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.