# Robert Garcia

> Robert Garcia is a fee-only financial advisor at Corvus Wealth Advisors in Templeton, California, who holds the CFP credential. Robert 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/robert-garcia/
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:** 2825274 (https://adviserinfo.sec.gov/individual/summary/2825274)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1997), Series 65 (1998)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.corvuswealth.com

## Frequently asked questions

### Is Robert Garcia a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?

Robert charges a percentage of assets.

### How much does Robert charge?

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

### Where is Robert Garcia based?

Robert Garcia is based in Templeton, California.

### What does Robert specialize in?

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

### What credentials does Robert Garcia hold?

Robert Garcia holds the CFP credential.

### Is Robert Garcia registered with the SEC?

Yes. Robert Garcia is registered as an investment adviser representative in CA and TX (CRD 2825274), 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 Robert Garcia?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2825274): 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.