# Scott Udkler

> Scott Udkler is a fee-only financial advisor at Promus Advisors in Dallas, Texas, who holds the CFP credential. Scott focuses on estate & legacy planning, cross-border (US / Canada) and family wealth transfer. Promus Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Promus Advisors
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $384.6M across 260 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Cross-border (US / Canada), Family wealth transfer, Retirement planning, Small business owners
- **Works with:** Ultra high net worth, Multi-generational families, Founders
- **CRD:** 5508273 (https://adviserinfo.sec.gov/individual/summary/5508273)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2009), Series 65 (2011)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.promusadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Promus Advisors 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, Promus Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Scott Udkler based?

Scott Udkler is based in Dallas, Texas.

### What does Scott specialize in?

Scott's specialties include estate & legacy planning, cross-border (US / Canada), family wealth transfer, retirement planning and small business owners. Scott works with ultra high net worth, multi-generational families and founders.

### What credentials does Scott Udkler hold?

Scott Udkler holds the CFP credential.

### Is Scott Udkler registered with the SEC?

Yes. Scott Udkler is registered as an investment adviser representative in TX (CRD 5508273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Promus Advisors manage?

Promus Advisors reports $384.6M across 260 accounts in assets under management.

### How do I contact Scott Udkler?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5508273): 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.promusadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

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