Advisor at Corvus Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Corvus Wealth Advisors LLC
Location
Templeton, CA 93465
Credentials
CFP®, CFA®
Industry experience
9 years
Carolyn Herzog is a CFP® and CFA® with nine years of experience in financial advising. She has worked at Corvus Wealth Advisors LLC since 2021 and previously spent five years at Compass Financial Planning, LLC. Herzog also has experience at California Polytechnic State University. Corvus Wealth Advisors LLC is a mid-sized advisory team managing approximately $870 million across about 325 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, nonprofits, and corporations, using customized asset allocations that combine active and passive funds, tactical strategies, and third-party managers.
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
2021 - Present (5 years)
Compass Financial Planning, LLC
2016 - 2021 (5 years)
California Polytechnic State University
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Paso Robles, CA
OakLeaf Asset Advisors
CFP®
Atascadero, CA
Altus Wealth Solutions
Series 63, Series 65
Paso Robles, CA
J. Dyhr Capital
Series 63
Atascadero, CA
De Mayo Financial
CFP®, Series 66
Atascadero, CA
Hewell Financial Group, Inc.
CFP®, Series 66
Atascadero, CA
SLO Money Managers
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")