Cognis Retirement Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Cognis Retirement Group provides fiduciary advisory and investment management services to retirement plan sponsors (401(k), 403(b), 457) and offers participant-level managed account and retirement income solutions, along with financial planning for private investors and healthcare practitioners. Its services cover plan-level consulting, participant “opt‑in” managed accounts, retirement income planning, and complementary financial planning support.
The firm emphasizes establishing plan governance, investment‑menu construction, ongoing plan monitoring, and participant education, and uses fundamental analysis to inform asset allocation and manager selection. CRG implements many solutions through third‑party managers and technology platforms — for example, a goal‑based managed account program intended as an alternative to target‑date funds (iJoin) and a retirement income planning platform (IncomeLab) — with separate advisory agreements for those services.
Compared with many peers, CRG routinely delivers periodic educational seminars and workshops to clients, acts as a selector of other advisers and third‑party managers, and offers flexible planning engagements including subscription and hourly planning arrangements. The firm also maintains an operative business outside traditional advisory services (a cloud‑based financial/compliance platform geared to healthcare travelers and similar professionals), which is an atypical feature for firms in this category.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Social Security optimization
Early retirement planning
Cash flow / budgeting
Income planning
Occupation focus
Doctor or Medical Professional
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.60% annually $10,000,001+: 0.40% annually
$150 - $250 per hour for financial planning; $50 per hour for administrative assistance
Financial Planning ongoing monthly retainer fee: $150 - $350 per month; One-time initial plan fee: $1,500 - $3,000
Fee-only: Financial Planning subscription fee: $150 - $350 per month; Hourly financial planning: $150 - $250 per hour; Administrative assistance: $50 per hour; One-time initial financial plan fee: $1,500 - $3,000
Main office location
Cognis Retirement Group LLC
2325 E. Camelback Rd, Ste 400
Phoenix AZ 85016, United States
Number of offices
1
Most active in
Cognis Retirement Group LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
-
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.
Forms ADV
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