Carolyn Herzog
Corvus Wealth Advisors · San Luis Obispo, California
Carolyn Herzog is a fee-only financial advisor at Corvus Wealth Advisors in San Luis Obispo, California, who holds the CFP and CFA credentials. Carolyn 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 | San Luis Obispo, 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 · CFA |
| SEC registration | Investment adviser representative in CA · CRD 4159202 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.corvuswealth.com |
| Profile |
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Questions about Carolyn
Is Carolyn Herzog a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carolyn 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 Carolyn charge for financial advice?
Carolyn charges a percentage of assets.
How much does Carolyn charge?
According to Corvus Wealth Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Carolyn Herzog based?
Carolyn Herzog is based in San Luis Obispo, California.
What does Carolyn specialize in?
Carolyn's specialties include retirement planning and estate & legacy planning. Carolyn works with pre-retirees.
What credentials does Carolyn Herzog hold?
Carolyn Herzog holds the CFP and CFA credentials.
Is Carolyn Herzog registered with the SEC?
Yes. Carolyn Herzog is registered as an investment adviser representative in CA (CRD 4159202), 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 Carolyn Herzog?
Through Carolyn'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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