The Cornish Group LLC dba Cornish Financial Services Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$0
Client services
Fee options
Flat fee per written financial plan generally ranging from $200 to $600
Securities products may be recommended through the registered representative capacity of Linda S. Cornish for American Investors Company, a FINRA member broker/dealer; commissions apply if client implements recommendations
$75.00 per hour for financial planning services
Fee-only: Hourly fee of $75.00 per hour; written plan fees generally range from $200 to $600; fees are negotiable and may require 50% upfront payment based on estimated hours
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
The Cornish Group LLC dba Cornish Financial Services Group
215 W. Washington Ave
Fergus Falls MN 56537, United States
Number of offices
1
Forms ADV
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