Beaird Harris Wealth Management, Inc.

Overview

The regulator filing lists the legal name as BEAIRD HARRIS WEALTH MANAGEMENT, LLC and the primary business name as BEAIRD HARRIS.¹ The firm’s principal office is in Dallas, Texas.¹ Form CRS states that the firm is registered with the Securities and Exchange Commission as an investment adviser.² Beaird Harris describes itself as employee-owned and founder-led.⁴

History

Donald B. Harris and Pat Beaird co-founded Beaird Harris & Co. in 1988.⁵

Leadership

Pat Beaird is Managing Partner and Co-Founder, and Don Harris is Partner and Co-Founder.⁴ Ginnie Baker, CFP®, Tai Chu, CFP®, Jacob King, CBDA, CFP®, Chase Perry, CFP®, Tra Sullivan, CFA, CFP®, and Jimmy Zimmerman, AEP, CFP®, are Partners and Wealth Managers.⁴⁶ Clint Dunn, CFP®, IACCP®, is Partner and Compliance Officer.⁴ Steve Lugar, CFP®, is Partner and Managing Director.⁴ Tra Sullivan is also identified as Chief Investment Officer.⁶

Services

The firm reports financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services.¹ Its wealth-management offering includes financial planning, investment management, risk management, and estate planning.⁴ The firm says its Beaird Harris WealthGuideSM process integrates investment management, financial planning, risk management, and estate planning.⁴ Form CRS says retail services generally include discretionary investment management and financial planning for individuals and their trusts and estates.² The firm says its tax and wealth-management businesses function independently, while clients using both benefit from synergies.⁷

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance

Client focus

The firm identifies high-net-worth individuals and families as a primary client group, typically with $1 million or more in portfolios.⁴ It also serves business owners and healthcare professionals, including physicians and practice owners.⁴ The reported client mix includes 296 individuals who are not high-net-worth, 497 high-net-worth individuals, and 7 pension plans.¹

Investment philosophy and approach

The firm describes its investment approach as evidence-based, globally diversified, structured by asset class, low-cost, and tax-efficient.⁴ It says it predominantly uses mutual funds and exchange-traded funds in client accounts.² Beaird Harris states that it is fee-only and does not receive commissions or finder’s fees.⁴ It also states that it is independent of brokerage firms, banks, investment companies, insurance companies, and mutual-fund companies.⁴ Its stated mission is to provide financial peace of mind so clients can live meaningful lives.⁷

Assets and minimums

The regulator filing reports $2,272,278,072 in regulatory assets under management as of July 20, 2026.¹ Reported fee types are percentage of assets under management and fixed fees.¹

FAQs

Related resources

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• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, beneficiary choices, and related decisions. A Dallas family or business owner reviewing Beaird Harris's estate and tax planning services can use these materials to prepare questions about ownership, succession, family transfers, and coordination with attorneys and accountants.

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• GuideQuestions to ask a multifamily office

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Sources

1. SEC Form ADV filing , accessed/as of July 20, 2026.
2. Beaird Harris Form CRS , accessed/as of March 27, 2025.
3. SEC Form ADV filing , accessed/as of July 20, 2026.
4. Beaird Harris Wealth Management , accessed/as of 2026.
5. Fiduciary Matters , accessed/as of 2024.
6. Tra Sullivan profile , accessed/as of 2026.
7. Our Approach , accessed/as of 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.