Cognis Retirement Group LLC

Overview

Cognis Retirement Group LLC is an Arizona-registered limited liability company operating as an independent financial-advice and capital-allocation business under individual ownership. The firm identifies itself as a capital allocator and also functions as an “other financial product” salesperson. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and educational seminars/workshops. Fee arrangements reported include percentage-of-AUM, hourly, fixed fees and other fee types. The firm is not identified as an active ESG investor, is not listed as a multistate adviser, and does not report pension-consulting or related-adviser activities. The business orientation and stated services suggest a mix of advisory and third-party allocation work rather than a single-product sales focus.

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Location & Offices