Charis Legacy Partners

Charis Legacy Partners is a holistic wealth advisory firm focused on charitable and inheritance legacy planning. The firm helps clients craft the legacy story...

Charis Legacy Partners

Charis Legacy Partners is a holistic wealth advisory firm focused on charitable and inheritance legacy planning. The firm helps clients craft the legacy story they want, develop a customized roadmap, and execute that plan, with specialized focus on clients for whom giving back is a prominent financial goal. It is fee-only and fiduciary, does not receive commissions, and charges a tiered fee averaging .85% of assets under management. Services include cashflow planning, tax planning, estate planning, insurance planning, and investment management.

Website

charislegacy.com

linkedin.com/company/scottmonk

General information

Firm type

RIA

Principals

Scott Monk

CFP®, CFA, MBA, Founder and CEO

Who are the principals or trustees at Charis Legacy Partners?

The principals or trustees serving Charis Legacy Partners have not been named in publicly available sources. The firm does not maintain a visible team page or organizational chart.

What is the geographic base of Charis Legacy Partners?

The city, state, and country of Charis Legacy Partners' headquarters have not been published. No address, office locations, or jurisdictional registrations appear in open records.

Does Charis Legacy Partners make direct investments or fund commitments?

The firm's investment vehicles, if any, are not publicly documented. There is no record of direct investments, fund commitments, co-investments, or special-purpose vehicles associated with Charis Legacy Partners.

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