Scott Monk
Charis Legacy Partners · Bryan, Texas
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.
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Specialties
Facts
| Firm | Charis Legacy Partners |
|---|---|
| Based in | Bryan, Texas |
| Fee model | Percentage of assets |
| Assets under management | $132.7M across 244 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in TX · CRD 6427211 |
| Exams passed | Series 63 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | charislegacy.com |
| Profile |
How Scott's firm compares
- Charis Legacy Partners's average account is about $544,000, from its Form ADV (assets managed divided by 244 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bryan
Other advisors in Texas who focus on estate & legacy planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Charis Legacy Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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