Cognis Retirement Group LLC
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
Average 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
Expertise
Occupation focus
Demographic focus
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
Arizona
Disclosures
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Business activities & affiliations
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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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