Cognis Retirement Group LLC fees
Financial planner in Phoenix, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 21, 2026, Cognis Retirement Group LLC (Phoenix, AZ) charges $150-$250 an hour, a flat or project fee of $1,500-$3,000, and a monthly fee of $150-$350 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change.
- Hourly rate
- $150-
$250/hr Below the Phoenix median of $300; 11% of the 27 other planners in Phoenix that publish an hourly rate charge less. Below the Arizona median of $300; 10% of the 84 other planners in Arizona charge less.
“We typically charge clients an hourly fee at a rate of $150 - $250 per hour, depending on the complexity of the client’s situation and the experience and seniority of the particular Cognis Retirement Group representative providing the services.”
- Flat or project fee
- $1,500-
$3,000 Below the Phoenix median of $4,800; 2 of the 14 other planners in Phoenix that publish a flat or project fee charge less. Below the Arizona median of $5,125; 19% of the 67 other planners in Arizona charge less.
“Our planning fees will include a one-time upfront fee, ranging from $1,500 - $3,000 depending on the complexity of your situation, to prepare your initial financial plan.”
- Monthly fee
- $150-
$350/mo “The monthly subscription fee will range from $150 – 350 per month, depending on the complexity of your financial situation.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
How Cognis Retirement Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such fees may be negotiable at our sole discretion and will be payable within 30 days after the mailing of a separate fee invoice statement to the client.”
About Cognis Retirement Group LLC
“We also provide retirement income advisory services to private individuals and high net worth individuals.”
- Principal: Andrew Mulindwa Kayanga
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 21, 2026
- CRD number
- 166814 (opens in new tab)
- Phone
- (480) 364-7401
Other planners in Phoenix that publish fees
- Process Design Capital Management LLCPhoenixFlat $250-$2,000
- Styra Wealth ManagementPhoenixHourly $300/hr, Flat $2,000-$12,000
- Intrinsic Value Partners, LLCPhoenixHourly $300/hr, Quarterly $3,625/qtr
- Enso FinancialPhoenixHourly $300/hr, Annual $5,500-$12,500/yr
- Nuakh FinancialPhoenixHourly $250-$500/hr, Flat $250-$25,000
- Arcadia Wealth LLCPhoenixHourly $350-$750/hr, Flat $5,000-$25,000 2025 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.