Clint Dunn, CFP^®

IACCP^®

Chief Compliance Officer

Beaird Harris

12221 Merit Dr, Ste 750
Dallas, TX 75251

FINANCIAL ADVISOR'S WEBSITE

www.bh-co.com

(972) 503-1040 CONNECT WITH Clint

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

As fee-only advisors, Beaird Harris does not receive benefits from brokerage services, commissions or finder's fees. This independence allows us to remain impartial and deliver objective fiduciary advice.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

My Links

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General

Clint Dunn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beaird Harris in Dallas, TX and the surrounding communities.

Financial Advisor Overview

Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution. Beaird Harris, PLLC is a Certified Public Accounting Firm. Beaird Harris Wealth Management,LLC is a Registered Investment Advisor with the SEC.

Financial Advisor Experience

Clint Dunn is a Partner at Beaird Harris Wealth Management and serves as Chief Compliance Officer. He is also a leader in Communications, Experiences, and Technology across both our Tax and Wealth Management practices. Clint joined Beaird Harris in 2007 and was originally responsible for marketing. Early on, he witnessed the deep-seeded passion the team had for empowering clients to live more meaningful lives by helping them navigate the sometimes-murky waters of the financial services industry and the ever-changing tax landscape. Often referred to as “The Rover,” Clint has served in various roles at the firm including Marketing, Communications, Recruiting, Client Services, Operations, Financial Planning, and Wealth Management. He’s also served on the Client Experience, Communications, Compliance, Enterprise Integration, Investment, Social, Technology, and Training Committees. Through each of these interactions, Clint has developed an appreciation for how each function and department plays an integral part in the success of the firm, our team, and our clients, which ultimately sparked an unfettered enthusiasm in him for both the client and team member experiences. Clint is in constant pursuit of enhancing the Beaird Harris experience, for clients and team members alike. He works to ensure that the Beaird Harris brand embodies the firm’s vision and values, that clients and prospective clients enthusiastically engage, and the culture is such that team members can thrive. He is passionate about delivering innovative and intuitive solutions and works to ensure enthusiasm, adoption, and consistency across the Beaird Harris brand, highlighting the warmth, passion, and forward-thinking approach we bring to tax and wealth management. Clint is a Certified Financial Planner™ professional, Investment Adviser Certified Compliance Professional®, licensed Investment Advisory Representative and a member of the Financial Planning Association of Dallas/Fort Worth. He also participates in Dimensional Fund Advisor’s, Zero Alpha Group’s and Emigrant Partners’ CMO and CCO Forums.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - IACCP^®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Starting a Family, Sudden Wealth