Advisor at Corvus Wealth Advisors LLC
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Firm
Corvus Wealth Advisors LLC
Location
Templeton, CA 93465
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Robert Garcia is a CFP® with 28 years of industry experience, currently serving as an advisor at Corvus Wealth Advisors LLC since 2021. His prior roles include positions at Evolve Retirement Plan Solutions, Garcia Wealth Management Group, and LPL Financial. Garcia serves on the boards of the Cuesta College Foundation and the Community Foundation of San Luis Obispo County. Corvus Wealth Advisors LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a mix of active and passive investment strategies, tactical allocations, and option strategies, and offers 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 · Texas
Corvus Wealth Advisors LLC
2021 - Present (5 years)
Evolve Retirement Plan Solutions, LLC
2019 - Present (7 years)
Garcia Wealth Management Group
2012 - 2021 (9 years)
LPL Financial, llc
2003 - 2017 (14 years)
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:
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Real estate agent
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Other specialized services
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