Firm
Charis Legacy Partners
Bryan, Texas
Fee-only
Charis Legacy Partners at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 59 individual clients, 37 of them high net worth.
- Its average account is about $544,000 (assets it manages divided by its 244 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Bryan, Texas |
|---|---|
| Website | charislegacy.com |
Charis Legacy Partners fees
Charis Legacy Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $133 million |
| Individual clients | 22 |
| High-net-worth clients | 37 |
| Accounts managed | 244 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131532) |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 311968 |
Advisors at this firm (1)
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