Alison Shannon
Corvus Wealth Advisors · Templeton, California
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.
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Specialties
Who they serve
- Pre-retirees
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 | $1.08B across 1,491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6306803 |
| Exams passed | Series 65 (2016) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.corvuswealth.com |
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Questions about Alison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Corvus Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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