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Frequently Asked Questions

A Few Common Questions

You May Have in Mind


Are you a fiduciary?
Yes. This means that we are legally required to always act in your best interest. Period.


How does Corvus get paid?
We pride ourselves on the transparency of our conversations with clients. As such, we’re happy to discuss fees during your initial consultation. Further details regarding our fees can be found in our Form ADV.


Do I have to live in the San Luis Obispo Area to use your services?
Nope! Corvus is happy to work with clients outside of the San Luis Obispo area. Feel free to contact us to discuss how this works logistically.


What kind of clients does Corvus have currently?
Corvus currently provides services to individuals, non-profit organizations, trusts, businesses and foundations.


We hope this information addresses any initial concerns you may have, but if you don’t find the answers here, please contact us with questions specific to your situation.