Corvus Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“The Firm’s fixed fees are typically assessed as a one-time fee that typically ranges from $2,000 – $5,000, or from $250 – $350 on an hourly rate basis, based on the scope and complexity of the requested services, as stipulated in the Agreement.”

Flat or project fee

$2,000⁠-⁠$5,000

From the same sentence as above.

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

How Corvus Wealth Advisors LLC bills

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

• “Fees are negotiable under certain circumstances at the sole discretion of CWA.”
• “An invoice for services is issued on completion of the written analysis, which is payable upon receipt.”
• “At the time of termination, any prepaid fees will be prorated based on the amount of work completed by the Firm as of the date the notice of termination is received, and any unearned fees will be returned to the Client.”

How Corvus Wealth Advisors LLC’s fees compare

• Its hourly rate of $250-$350 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.

About Corvus Wealth Advisors LLC

• Principal: Giselle Crout
• Firm size: 19 employees.
• 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

1% a year

Clients

363

Employees

19

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,080,550,444

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311261

Website

corvuswealth.com (opens in new tab)

Phone

(805) 434-2608

Can advise clients in 5 states: California, Idaho, Oregon, Texas, Washington

Other planners in Templeton that publish fees

• Hicok Financial Solutions, LLCTempleton$2,500⁠-⁠$9,500
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

Compare all 1,914 planners in California