Beaird Harris

Beaird Harris (CRD# 107238) is a financial advisory firm headquartered in Dallas, TX. They manage $787,034,667 in 1,694 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    787
    MILLION
  • Total Number of Accounts
    1,694
    ACCOUNTS
  • Average Account Value
    $464,601
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, NH, NM, OK, TX

Financial Advisors at Beaird Harris
Showing 1 - 10 of 13 top financial advisors.
1
Clint Dunn
CRD#: 6041235
12221 Merit Dr, Ste 750, Dallas, TX 75251
103
Wealthminder
score

Clint is a Wealth Manager and Financial Planner at Beaird Harris. He specializes in working with medical and healthcare professionals, but also works with a number of other high net worth families and retirement plans. Clint guides clients through financial decisions, educating them about their investments, insurance policies and employee benefits, and works with clients to implement and coordinate their financial plans. He consults on the plan design and ongoing administration of the firm's WealthGuide® financial planning software.

 

He is also responsible for the development of the firm's internal work flow processes in an effort to integrate systems and processes to further develop and enhance the client experience. Clint is a Certified Financial Planner™ professional, licensed Investment Advisory Representative and a member of the Financial Planning Association of Dallas/Fort Worth.

 

Clint also leads the Strategic Marketing Committee at Beaird Harris and is the firm's liaison to Zero Alpha Group's Marketing Committee, where he currently serves in a leadership capacity. He is responsible for improving the Firm's brand awareness and also oversees all communications and marketing efforts including oversight of the firm's websites, databases and a variety of other bench-marking projects.

 

Clint earned a Bachelor of Business Administration in Marketing with emphasis in Branding and New Product Development from the University of North Texas in 2007. In addition, in 2011 Clint completed the Certificate Program in Financial Planning at Southern Methodist University with coursework including insurance, retirement planning, employee benefits, investments, income taxation, and estate planning.

2
John O. Hetzel, CFA, CFP, AIFA
CRD#: 4147688
12221 Merit Dr, Ste 750, Dallas, TX 75251
103
Wealthminder
score

John Hetzel (CRD# 4147688)joined Beaird Harris in 2012 and has been a practicing advisor in the industry since 1999. John specializes in investment research, retirement income planning and helping clients achieve their financial goals. He co-founded a fee-only investment advisory firm in 2006 and has been an advocate of our passive, structured approach to investment management since that time. He firmly believes the key to long term success is focusing on the factors that we can control and not getting distracted by those we can't.

 

John has been citied in multiple industry publications and teaches select seminars to MBA students at Southern Methodist University regarding the basics of personal finance. He founded a local non-profit organization and has been volunteering with Dallas County Divert Court helping those with substance abuse issues since 2007. He is also proud of his accomplishments as an Eagle Scout, black belt, marathoner, and ironman.

 

John is a 1999 graduate of Texas A&M University and passed his CFP® exam in 2000 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2002. He earned his masters degree (MBA) from Southern Methodist University in 2004 and was awarded his Chartered Financial Analyst (CFA) charter in 2011 after completing the three year curriculum. He has always been committed to continued learning as evidenced by his accomplishments as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Alternative Investment Analyst (CAIA), Certified Fund Specialist (CFS), Certified Investment Management Analyst (CIMA), Certified Foundation Fiduciary Specialist (CFFS), Accredited Investment Fiduciary Analyst™ (AIFA) and Accredited Estate Planner (AEP). He is an active member of the CFA Society of Dallas, Financial Planning Association and Dallas Estate Planning Council.

3
Steven M. Lugar
CRD#: 1044095
12221 Merit Drive, Suite 750, Dallas, TX 75251
96
Wealthminder
score

Steven Lugar (CRD# 1044095) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 34 years of experience in the finance industry. Steven Lugar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James E. Zimmerman
CRD#: 3136109
12221 Merit Dr, Ste 750, Dallas, TX 75251
96
Wealthminder
score

James Zimmerman (CRD# 3136109) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 18 years of experience in the finance industry. James Zimmerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Paula W. Allgood
CRD#: 3009745
12221 Merit Drive, Suite 750, Dallas, TX 75251
93
Wealthminder
score

Paula Allgood (CRD# 3009745) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 18 years of experience in the finance industry.

6
Patrick C. Beaird
CRD#: 2789900
12221 Merit Drive, Suite 750, Dallas, TX 75251
93
Wealthminder
score

Patrick Beaird (CRD# 2789900) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 19 years of experience in the finance industry.

7
Donald B. Harris
CRD#: 1044148
12221 Merit Drive, Suite 750, Dallas, TX 75251
93
Wealthminder
score

Donald Harris (CRD# 1044148) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 34 years of experience in the finance industry.

8
Ronald J. Skalberg
CRD#: 2789898
12221 Merit Drive, Suite 220, Dallas, TX 75251
93
Wealthminder
score

Ronald Skalberg (CRD# 2789898) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 19 years of experience in the finance industry.

9
Virginia F. Baker
CRD#: 6597429
12221 Merit Dr, Ste 750, Dallas, TX 75251
90
Wealthminder
score

Virginia Baker (CRD# 6597429) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has 1 year of experience in the finance industry. Virginia Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jacob B. King
CRD#: 5476454
12221 Merit Dr, Ste 750, Dallas, TX 75251
90
Wealthminder
score

Jacob King (CRD# 5476454) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has 1 year of experience in the finance industry. Jacob King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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