A complete list of active advisors currently associated with Charis Legacy Partners

Warmer can help you find a great advisor at Charis Legacy Partners or one who fits your needs even better.

Charis Legacy Partners is an independent, fee-only investment adviser that works with individuals (including high-net-worth clients), charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides discretionary investment management, ongoing and one‑time financial planning, and retirement plan management services. The firm’s investment process is primarily passive and grounded in Modern Portfolio Theory, constructing diversified portfolios using index mutual funds and ETFs with client-specific asset allocation targets and ongoing discretionary oversight. Financial planning engagements produce written plans with ongoing monitoring, semi-annual comprehensive reviews, and day‑to‑day advisor access; the firm may also recommend alternative investments but does not have discretionary authority to place client funds into such private alternatives directly. What sets Charis Legacy Partners apart from many solo independent advisers is its pension consulting and retirement‑plan management practice, including acting as an ERISA investment manager (3(38)) for employer plans while excluding certain asset types (e.g., employer securities and non‑public or illiquid investments). The firm operates on a single‑advisor model with institutional custody and accepts client referrals from third‑party solicitors as disclosed in its brochure.

To learn more about the advisors currently working at Charis Legacy Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Monk	Bryan, TX	11

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