Quoinage Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Services are offered on an hourly basis at a rate between $150 and $300 per hour, depending on complexity.”

Flat or project fee

$2,000⁠-⁠$8,000

“These may include 401(k) accounts and other employer sponsored accounts as well as 529 Plan accounts. 9 Ongoing Financial Planning Comprehensive Financial Planning consists of an initial upfront charge of $2,000.00 $8,000.00.”

Annual fee

$15,000⁠-⁠$45,000/yr

“Services are typically between $15,000 and $45,000 per year, varying on complexity and needs of the client.”

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

How Quoinage Capital LLC bills

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

• “The annual fees are paid in advance on a quarterly basis.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “After delivery of the initial plan, fees will be charged quarterly in advance and can range between $900.00 to $5,000.00.”

How Quoinage Capital LLC’s fees compare

• Its hourly rate of $150-$300 spans the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
• 9 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$8,000 spans the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.
• 20 of the 48 other planners in Austin that publish a flat or project fee charge less.
• Its annual fee of $15,000-$45,000 is above the Texas median of $6,000. 93% of the 106 other Texas planners that publish an annual fee charge less.
• 19 of the 22 other planners in Austin that publish an annual fee charge less.

About Quoinage Capital LLC

• Principal: Joshua Clifford
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$63,265,376

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310802

Website

quoinage.com (opens in new tab)

Phone

(512) 910-5713

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