Corvus Wealth Advisors

Wealth Management Firm in San Luis Obispo County, CA

Firm Info
Address: 1310 Osos St, San Luis Obispo, CA 93401, USA
Phone: (805) 434-2608

Firm Size
Assets Under Management: $620.8 million
# of Advisors: 5
# of Clients: 911
Client to Advisor Ratio: 182:1
Average Account Size: $681,440
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Corvus Wealth Advisors LLC Overview

Corvus Wealth Advisors LLC is an investment advisory firm that operates on a fee-only basis. The firm is headquartered in Templeton, CA and has been in business since 2020. As a registered investment advisory firm, Corvus offers investment advice only and does not receive commissions for the sale of securities or other investment products. The firm offers a range of services to both individuals and small businesses. This includes financial planning and portfolio management, helping clients to achieve their personal financial goals. In addition, Corvus provides portfolio management services for businesses and institutional clients, helping them to manage their investments and maximize their returns. Corvus also offers pension consulting services to help businesses set up and manage their pension plans. This includes helping businesses to select the right pension plan provider and designing a plan that meets their specific needs. Finally, Corvus offers advisor selection services for clients who are looking to work with other investment advisors. The firm has extensive experience in the industry and can help clients find the advisor who is right for them based on their individual goals, preferences, and risk tolerance.

CORVUS WEALTH ADVISORS LLC caters to a diverse range of clients who seek exceptional financial planning and investment management services. The company's extensive client portfolio includes individuals, high net worth individuals, pension or profit-sharing plans, and charitable organizations. Their team of expert advisors works diligently to craft personalized solutions that cater to each client's unique financial needs and goals. From crafting a comprehensive retirement plan to managing an investment portfolio, CORVUS WEALTH ADVISORS LLC is committed to delivering top-tier financial services that help clients achieve their long-term objectives. To serve their clients well, CORVUS WEALTH ADVISORS LLC offers a variety of fee structures for clients to choose from. These fees depend on the type and extent of service that they provide. Clients are offered a percentage of assets under management (AUM), an hourly rate, or fixed fees. The percentage of AUM fee structure is suitable for clients who are seeking continuous investment management and financial planning. Clients who require short-term solutions or services that are not ongoing can opt for hourly fees. Fixed fees may be ideal for clients who need finite financial planning services such as estate planning, tax planning, or college funding plans. Whatever the needs of their clients may be, CORVUS WEALTH ADVISORS LLC is dedicated to providing transparent and competitive fees that align with their clients' financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Corvus Wealth Advisors LLC's Part 2 Brochure, the firm generally does not require a minimum amount to open an account. However, there are minimum annual fees for their services, including Financial Life Management Services at $5,000, Investment Management Services at $4,000, Non-Profit 501(c)(3) at $2,500, and Retirement Plan Consulting Services at $2,500.

How This Office Can Help San Luis Obispo County, CA Residents

Corvus Wealth Advisors is dedicated to providing the residents of San Luis Obispo County with exceptional financial planning services. The team of experienced advisors at Corvus works closely with clients to develop personalized financial plans that align with their specific goals and circumstances. From retirement planning and investment management to tax planning and estate planning, Corvus offers a range of comprehensive financial services tailored to meet the unique needs of each client. Living in San Luis Obispo County, residents are faced with a variety of financial situations. With a high cost of living and a tourism-driven economy, many individuals may find it challenging to save for retirement or build wealth. Others may be facing complex estate planning issues or need assistance managing their investments. With expertise in a range of financial areas, Corvus Wealth Advisors is well-equipped to help clients navigate these challenges and develop a solid financial plan for the future.

To view the Minimum Investment and Fee Schedule for Corvus Wealth Advisors LLC, visit their Part 2 Brochure.

Services Offered by Corvus Wealth Advisors LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Corvus Wealth Advisors LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1310 Osos St, San Luis Obispo, CA 93401, USA
Phone (805) 434-2608
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 615 S. MAIN STREET, SUITE A, TEMPLETON, CA 93465, United States

This firm has no other locations.

State Registrations

Corvus Wealth Advisors LLC is registered to service clients in the following states:

  • California
  • Oregon
  • Texas

Disciplinary History

Corvus Wealth Advisors LLC does not have any disclosures. Please visit it's Form ADV for more details.

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