Scott Koch
Monograph Wealth · Truckee, California
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.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
- Founders
Facts
| Firm | Monograph Wealth |
|---|---|
| Based in | Truckee, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.25B across 1,125 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4837709 |
| Exams passed | Series 65 (2026) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.monographwealth.com |
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Monograph Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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