Scott Udkler
Promus Advisors · Dallas, Texas
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Promus Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $384.6M across 260 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5508273 |
| Exams passed | Series 63 (2009) · Series 65 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.promusadvisors.com |
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Questions about Scott
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.
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
- Promus Advisors 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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