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They include 497 high-net-worth individuals, 296 individual clients, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Beaird Harris Wealth Management offer?","answer":"Beaird Harris Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Beaird Harris Wealth Management charge?","answer":"Beaird Harris Wealth Management charges 0.40%–1.00% a year for its Investment advisory and financial planning. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"FORM ADV PART 2A, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Beaird Harris Wealth Management use?","answer":"Beaird Harris Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.36B and National Financial Services LLC (Boston, MA), with $802M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Beaird Harris Wealth Management have?","answer":"Beaird Harris Wealth Management has 17 investment adviser representatives registered with state securities authorities, out of 19 employees, and 13 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Beaird Harris Wealth Management invest in?","answer":"At the end of its last fiscal year, Beaird Harris Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Beaird Harris Wealth Management?","answer":"Beaird Harris Wealth Management is owned through holding companies by Patrick Beaird, Steven Lugar, James Zimmerman, Jacob King, Chase Perry and 2 others. Its direct owners are Massie Financial Services, LLC, Beaird Advisory Services PC, Lugar Advisory Services, LLC, Storehouse 28, LLC, Blessed Proverbs 3, LLC, T.W. Mapps, LLC, Beaird Harris, PLLC and Allgood Advisory Services, PLLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 20 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Beaird Harris Wealth Management get paid?","answer":"Beaird Harris Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Beaird Harris Wealth Management registered with the SEC?","answer":"Yes, Beaird Harris Wealth Management has been registered with the SEC as an investment adviser since 20 May 1996. 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