Charis Legacy Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$132,695,803
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
59
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
59
Average account size
$2,249,081
About
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.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.70% $5,000,000+: Negotiable
One-time financial plans at $499 per hour (fees may be negotiable)
Minimum fee: Minimum annual fee of $7,500 Fee-only: Investment management and financial planning fees based on assets under management, plus hourly fees for one-time financial plans at $499/hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Charis Legacy Partners
1716 Briarcrest Dr, Suite 300
Bryan TX 77802, United States
Number of offices
1
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