Dallas, TX Merit Drive Office

Beaird Harris Wealth Management, LLC is an SEC‑registered, fee‑only advisory firm with 18 advisors managing roughly $2.27 billion for about 800 client relationships. The firm offers ongoing investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and provides management or consulting services for pension and participant‑directed retirement plans.

The firm’s investment approach is grounded in Modern Portfolio Theory and implemented primarily through diversified, low‑cost mutual funds and ETFs, with periodic rebalancing and a predominantly long‑term, discretionary management style. Beaird Harris also integrates alternative strategies—including non‑traded business development companies, private credit, interval funds, and digital‑asset exposures via ETFs—and recently expanded the range of alternative investments it may use on behalf of clients.

A notable operational distinction is the firm’s affiliation with Beaird Harris, PLLC, a certified public accounting firm that shares ownership, employees and expenses; the brochure discloses referral arrangements and conflict‑mitigation measures and emphasizes that clients are not required to use the accounting affiliate. The firm’s membership in Zero Alpha Group, selective use of fund families that have transfer restrictions (e.g., certain Dimensional mutual funds), and a policy limiting who may provide advice to employees with CFP®, CFA® or CPA credentials are additional features that differentiate its product availability and advisory processes from many peers.