Coign Capital Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$700⁠-⁠$5,000

“Our flat fees generally range from $700 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Coign Capital Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable depending on the scope and complexity of the engagement.”
• “Our firm bills on cash unless we anticipate a liquidity event occurring during the quarter.”
• “Fees are billed on a pro-rata annualized basis quarterly in advance based on the average daily balance of your account during the previous quarter.”

How Coign Capital Advisors LLC’s fees compare

• Its flat or project fee of $700-$5,000 spans the Utah median of $2,050. 63% of the 63 other Utah planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Draper that publish a flat or project fee charge less.

About Coign Capital Advisors LLC

• Firm size: 8 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

427

Employees

8

Works with

Individuals, high net worth individuals, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$472,945,488

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171306

Website

coigncapital.com (opens in new tab)

Phone

(801) 676-4570

Can advise clients in 10 states: Arizona, California, Colorado, Idaho, North Carolina, Nevada, Texas, Utah, Washington, Wyoming

Other planners in Draper that publish fees

• Hanks Capital Management, LLCDraper$1,500⁠-⁠$2,500
• Medicus Wealth Planning, Inc.Draper$1,000⁠-⁠$3,500
• Navigate Private Wealth, LLCDraper$150⁠-⁠$450/hr, $400⁠-⁠$20,000
• Proactive Wealth Management, Inc.Draper$1,000⁠-⁠$10,000

Compare all 7 planners in Draper