# Scott Koch

> Scott Koch is a fee-only financial advisor at Monograph Wealth in Truckee, California. Scott focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Monograph Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-koch/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Monograph Wealth
- **Based in:** Truckee, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.25B across 1,125 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Multi-generational families, Ultra high net worth, Founders
- **CRD:** 4837709 (https://adviserinfo.sec.gov/individual/summary/4837709)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** http://www.monographwealth.com

## Frequently asked questions

### Is Scott Koch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Monograph Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Scott charge for financial advice?

Scott's firm, Monograph Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Scott Koch based?

Scott Koch is based in Truckee, California.

### What does Scott specialize in?

Scott's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). Scott works with multi-generational families, ultra high net worth and founders.

### Is Scott Koch registered with the SEC?

Yes. Scott Koch is registered as an investment adviser representative in CA (CRD 4837709), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Monograph Wealth manage?

Monograph Wealth reports $3.25B across 1,125 accounts in assets under management.

### How do I contact Scott Koch?

Through Scott's website, www.monographwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4837709): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.monographwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.