Advisor at Corvus Wealth Advisors LLC
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Firm
Corvus Wealth Advisors LLC
Location
Templeton, CA 93465
Credentials
CFP®
Industry experience
5 years
Brynne Speizer is a CFP® professional at Corvus Wealth Advisors LLC with five years of industry experience. She previously worked at EP Wealth Advisors, LLC and Wacker Wealth Partners. Before entering financial advising, she spent two years with City Year. Corvus Wealth Advisors LLC offers investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm uses a combination of actively and passively managed funds, tactical allocations, and option strategies, and provides specialized services such as 1031 exchange consulting and Tactical Cash Management.
Based on Corvus Wealth Advisors LLC
Based on Corvus Wealth Advisors LLC
Fixed fees of $2,000 to $5,000 for Financial Guidance Services; $3,000 fixed annual fee for Retirement Plan Consulting Services for plans with assets less than $500,000; $1,500 minimum annually fixed fee for Retirement Plan Consulting Services under Section 3(38) of ERISA.
$0 - $1,000,000: Financial Life Management: 1.00% annually $1,000,000.01 - $3,000,000: Financial Life Management: 0.75% annually $3,000,000.01 - $5,000,000: Financial Life Management: 0.50% annually $5,000,000.01+: Financial Life Management: 0.35% annually $0 - $1,000,000: Investment Management: 0.80% annually $1,000,000.01 - $3,000,000: Investment Management: 0.50% annually $3,000,000.01 - $5,000,000: Investment Management: 0.40% annually $5,000,000.01+: Investment Management: 0.30% annually $0 - $5,000,000: Non-Profit 501(c)(3) Investment Management: 0.50% annually $5,000,000.01+: Non-Profit 501(c)(3) Investment Management: 0.25% annually $0+: Tactical Cash Management Strategy: 0.25% annually $0 - $500,000: Retirement Plan Consulting Services: 0.85% annually $500,000.01 - $1,000,000: Retirement Plan Consulting Services: 0.70% annually $1,000,000.01 - $2,000,000: Retirement Plan Consulting Services: 0.30% annually $2,000,000.01 - $5,000,000: Retirement Plan Consulting Services: 0.20% annually $5,000,000.01 - $10,000,000: Retirement Plan Consulting Services: 0.10% annually $10,000,000.01+: Retirement Plan Consulting Services: 0.05% annually
$250 to $350 per hour for Financial Guidance Services.
Minimum fee: Financial Life Management: $5,000 annually minimum; Investment Management: $4,000 annually minimum; Non-Profit 501(c)(3) Investment Management: $2,500 annually minimum; Tactical Cash Management Strategy: $1,000 annually minimum; Retirement Plan Consulting Services: $3,000 annually minimum Fee-only: Fixed fees ranging from $2,000 to $5,000 for Financial Guidance Services; Hourly fees ranging from $250 to $350 per hour.
615 S. Main Street, Suite A
Templeton, CA 93465
California
Corvus Wealth Advisors LLC
2025 - Present (1 year)
EP Wealth Advisors, LLC
2024 - 2025 (1 year)
Wacker Wealth Partners
2018 - 2024 (6 years)
Unemployed
2017 - 2018 (1 year)
City Year
2015 - 2017 (2 years)
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Real estate agent
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Other specialized services
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