Charis Legacy Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$499/hr

“One-Time Financial Plan One-time financial plans will be offered at an hourly rate of $499.00 per hour.”

Annual fee

$7,500/yr

“CLP has a minimum annual fee of $7,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Charis Legacy Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Charis Legacy Partners’ fees compare

• Its hourly rate of $499 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• Its annual fee of $7,500 is above the Texas median of $6,000. 58% of the 106 other Texas planners that publish an annual fee charge less.

About Charis Legacy Partners

• Principal: Scott Monk
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$7,500 minimum fee (stated in brochure)

Clients

59

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$132,695,803

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311968

Website

linkedin.com/in/scottmonk (opens in new tab)

Phone

(979) 406-7875

Can advise clients in 5 states: Arizona, California, Massachusetts, New Hampshire, Texas

Other planners in Bryan that publish fees

• Warwick PartnersBryan$20,000⁠-⁠$250,000
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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