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
- Phone
- (501) 538-9018
Other planners in Texarkana that publish fees
- Carroll Advisory GroupTexarkana$1,500-$5,000
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.