Firm
Corvus Wealth Advisors
Templeton, California
Fee-only
Facts
| Based in | Templeton, California |
|---|---|
| Website | corvuswealth.com |
| [email protected] | |
| Phone | (805) 434-2608 |
Corvus Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $1,000,000.00 1.00%" source
"Corvus Wealth Advisors' fee for the following Services is based upon a percentage of assets under management, including cash and cash equivalents" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 212 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 311261 |