# Scott Monk

> Scott Monk is a fee-only financial advisor at Charis Legacy Partners in Bryan, Texas, who holds the CFA and CFP credentials. Scott charges a percentage of assets and focuses on estate & legacy planning, tax planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/scott-monk/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Charis Legacy Partners
- **Based in:** Bryan, Texas
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $132.7M across 244 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 6427211 (https://adviserinfo.sec.gov/individual/summary/6427211)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://charislegacy.com

## Frequently asked questions

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

Yes. Scott Monk is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott's firm.

### How does Scott charge for financial advice?

Scott charges a percentage of assets.

### Where is Scott Monk based?

Scott Monk is based in Bryan, Texas.

### What does Scott specialize in?

Scott's specialties include estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Scott Monk hold?

Scott Monk holds the CFA and CFP credentials.

### Is Scott Monk registered with the SEC?

Yes. Scott Monk is registered as an investment adviser representative in TX (CRD 6427211), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Charis Legacy Partners manage?

Charis Legacy Partners reports $132.7M across 244 accounts in assets under management.

### How do I contact Scott Monk?

Through Scott's website, charislegacy.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/scott-monk-10434): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://charislegacy.com/): specialties, clients served, and fees, checked October 28, 2026

---

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