Josh Clifford
Quoinage Capital LLC · Austin, Texas
Josh Clifford is a fee-only financial advisor at Quoinage Capital LLC in Austin, Texas, who holds the CFP, CFA and CPA credentials. Josh charges an ongoing planning fee and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Facts
| Firm | Quoinage Capital LLC |
|---|---|
| Based in | Austin, Texas |
| Fee model | Ongoing planning fee |
| Assets under management | $63.3M across 106 accounts |
| Credentials | CFP · CFA · CPA · MPA |
| SEC registration | Investment adviser representative in TX · CRD 6100592 |
| Exams passed | Series 63 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | quoinage.com |
| Profile |
How Josh's firm compares
- Quoinage Capital LLC's average account is about $597,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about Josh
Is Josh Clifford a fee-only financial advisor?
Yes. Josh Clifford is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Josh's firm.
How does Josh charge for financial advice?
Josh charges an ongoing planning fee.
Where is Josh Clifford based?
Josh Clifford is based in Austin, Texas.
What does Josh specialize in?
Josh's specialties include tax planning, estate & legacy planning, retirement planning, small business owners and equity compensation.
What credentials does Josh Clifford hold?
Josh Clifford holds the CFP, CFA, CPA and MPA credentials.
Is Josh Clifford registered with the SEC?
Yes. Josh Clifford is registered as an investment adviser representative in TX (CRD 6100592), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Quoinage Capital LLC manage?
Quoinage Capital LLC reports $63.3M across 106 accounts in assets under management.
How do I contact Josh Clifford?
Through Josh's website, quoinage.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Quoinage Capital LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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