Updated November 20, 2023
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Beaird Harris

Investment Advisor Firm
Total assets under management$1.4B
Years in business28+

About Beaird Harris

Beaird Harris is a certified public accounting and fee-only wealth management firm specializing in comprehensive financial advisory services. Their primary focus is assisting financially established individuals, families, businesses, and healthcare professionals in navigating complex tax regulations and developing comprehensive wealth management solutions.

As a nationally recognized advisor, Beaird Harris offers a wide range of services including tax planning, accounting, business consulting, investment management, financial planning, family office, and retirement plan services. They understand the profound interdependence of tax planning, financial planning, and investment management and work to ensure these areas are coordinated for optimal results.

One of the key strengths of Beaird Harris is their recognition of the need for coordination between tax and wealth management. After years of working as tax advisors for their clients and providing recommendations to outside financial advisors on tax-efficient investment strategies, they realized the best way to offer comprehensive solutions was to bring these capabilities in-house. By integrating their tax and wealth management businesses closely together while still operating independently, Beaird Harris can offer their clients a single-source solution with continuous oversight from a team of qualified professionals who collaborate closely.

Clients who work with both Beaird Harris's tax and wealth management divisions appreciate the synergies that come from having these services provided by one firm. This integrated approach allows for better coordination between tax strategies and investment decisions, leading to greater efficiency and potentially reducing taxes paid. Additionally, clients find peace of mind knowing they have a dedicated team overseeing all aspects of their financial affairs.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Tax Planning
  2. Financial Planning
  3. Investment Management

More about Beaird Harris

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10723813

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Pricing options

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Hourly Fee
Assets Under Management

Regulatory filings

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