# Alison Shannon

> Alison Shannon is a fee-only financial advisor at Corvus Wealth Advisors in Templeton, California, who holds the CFP credential. Alison charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/alison-shannon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Corvus Wealth Advisors
- **Based in:** Templeton, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $1.08B across 1,491 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 6306803 (https://adviserinfo.sec.gov/individual/summary/6306803)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.corvuswealth.com

## Frequently asked questions

### Is Alison Shannon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Corvus Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alison charge for financial advice?

Alison charges a percentage of assets.

### How much does Alison charge?

According to Corvus Wealth Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Alison Shannon based?

Alison Shannon is based in Templeton, California.

### What does Alison specialize in?

Alison's specialties include retirement planning and estate & legacy planning. Alison works with pre-retirees.

### What credentials does Alison Shannon hold?

Alison Shannon holds the CFP credential.

### Is Alison Shannon registered with the SEC?

Yes. Alison Shannon is registered as an investment adviser representative in CA (CRD 6306803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Corvus Wealth Advisors manage?

Corvus Wealth Advisors reports $1.08B across 1,491 accounts in assets under management.

### How do I contact Alison Shannon?

Through Alison's website, www.corvuswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6306803): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://corvuswealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.