- Who We Serve
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Who We Serve
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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Frequently Asked Questions
About Us ⟶ Zero Alpha Group
Frequently Asked Questions
What does Beaird Harris do?
Beaird Harris is a Dallas-based wealth management and tax services firm providing a fully integrated financial experience. We combine a Certified Public Accounting (CPA) firm with a fee-only wealth management firm.
Our primary services include:
- Tax planning and preparation
- Wealth management and investment management
- Comprehensive financial planning
- Outsourced Accounting Services (OAS) for businesses
Our integrated approach ensures tax strategy and investment management work together to support long-term wealth preservation and growth.
How is Beaird Harris different from other firms?
Many firms manage tax and investments separately. At Beaird Harris, we believe they are fundamentally interconnected.
We integrate tax expertise directly into the wealth management process to improve after-tax outcomes and long-term strategy. Additionally, we are a fee-only fiduciary, meaning:
- We do not accept commissions or referral fees
- We do not sell financial products
- Our only compensation comes directly from clients
This structure allows us to deliver objective, conflict-free advice.
Who is your typical client?
We serve financially established individuals, families, and business owners seeking long-term, relationship-based financial guidance.
We have a specialty serving healthcare professionals, including physicians and dentists, who value integrated tax and wealth strategies.
We also work with select small- to mid-sized businesses requiring Outsourced Accounting Services.
Do you have a minimum fee or investment requirement?
Tax Services & Outsourced Accounting Services (OAS):
Our minimum annual fee for tax and outsourced accounting engagements is $5,000.
Wealth Management:
Our typical engagement is the greater of:
- 1.00% of assets under management (AUM), or
- $10,000 annually
Our AUM fee tiers down for assets exceeding $1 million.
We have a specialty serving healthcare professionals, including physicians and dentists, who value integrated tax and wealth strategies.
We also work with select small- to mid-sized businesses requiring Outsourced Accounting Services.
What are Outsourced Accounting Services (OAS)?
Outsourced Accounting Services (OAS) provide professional accounting support without the need to hire a full in-house team.
Services may include:
- Bookkeeping
- Controller services
- Fractional CFO services
- Payroll reporting
- Financial oversight and reporting
OAS allows business owners to gain financial clarity and strategic insight while focusing on growth.
What is a "Fee-Only" advisor?
“Fee-only” means we are compensated solely by the fees paid by our clients.
We do not:
- Sell insurance products
- Recommend commission-based investments
- Receive compensation from third parties
As fiduciaries, we are legally obligated to act in our clients’ best interests.
What is the Beaird Harris WealthGuide℠ Planning Process?
The Beaird Harris WealthGuide℠ Planning Process is our proprietary financial planning framework.
It provides a structured roadmap aligning your most important goals with:
- Retirement feasibility planning
- Cash flow modeling
- Risk management
- Estate planning coordination
- Tax-aware investment strategy
The process is supported by our WealthGuide quarterly market review newsletter and the WealthGuide app, ensuring ongoing engagement and transparency.
Will I work with just one person?
No. We operate with a team-based model.
As a client, you benefit from the coordinated expertise of tax professionals, investment managers, and financial planners working together on your behalf.
Where is Beaird Harris located?
Our headquarters is located at:
5005 LBJ Freeway, Suite 1700
Dallas, Texas 75244
While rooted in the Dallas–Fort Worth Metroplex, we serve clients across the United States through secure technology and virtual collaboration.
Is Beaird Harris a robo-advisor?
No.
While we utilize technology for tax-efficient trading, reporting, and communication, we are a relationship-driven firm. Clients work directly with experienced professionals who provide personalized financial guidance.
How do I get started?
The process begins with a complimentary discovery call.
During this initial conversation, we:
- Review your prior two years of tax returns
- Evaluate your current portfolio
- Assess financial complexity and goals
Following this review, we provide a transparent proposal tailored to your needs.
How do I schedule a consultation?
You can request an introductory call through our website:
https://bh-co.com/contact-us/introductory-call/
Or call our office directly at:
(972) 503-1040