Corvum Investment Management fees and pricing

Financial planner in Texarkana, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Corvum Investment Management charges $200 an hour and a flat or project fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Investment Management Investment plans for individuals are offered on a fixed fee basis based on an hourly rate of $200/hour.”
Flat or project fee
$1,000
“The typical fee for an investment plan for clients without a broader financial plan is $1,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Corvum Investment Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “This fee is negotiable based on the complexity of the plan and the needs of the client.”
  • “Fees are prorated and paid in arrears on a quarterly basis.”
  • “However, given sufficient total AUM of the financial professional and the nature of services provided by CIM, a cliff schedule may be used where once a breakpoint is reached, all assets are billed at the same breakpoint base fee.”

How Corvum Investment Management’s fees compare

  • Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,000 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.

About Corvum Investment Management

  • Principal: Alan Blaylock
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.85% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$67,720
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
310390
Website
corvuminvestments.com (opens in new tab)
Phone
(501) 538-9018

Can advise clients in 2 states: Arkansas, Texas

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