The Cornish Group LLC dba Cornish Financial Services Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning services to individuals, trusts, and corporations, delivering comprehensive or segmented written plans, investment plans, and individual consultations tailored to client objectives. Fees are charged on a flat-fee or hourly basis and are negotiated on a case-by-case basis.
The firm focuses on financial planning rather than ongoing portfolio management: it does not accept discretionary authority, does not maintain assets under management, does not participate in wrap-fee programs, and does not use percentage-of-AUM billing. The brochure states the firm may use fundamental and technical analysis and monitor investment cycles, but it does not recommend particular securities or employ frequent trading.
Noteworthy features include the principal’s other industry roles—the principal is also registered as a broker-dealer representative, licensed as a real estate broker, is a registered tax preparer, and may act as a successor trustee—which can result in commissions, referral fees, or trustee compensation when services are provided in those capacities and are disclosed as potential conflicts. The firm also reports no custody of client assets and a very small client base, which shifts execution and reporting to third‑party custodians and distinguishes its operating model from many peers.
Client services
Expertise
Fee options
Flat fees generally range from $200 to $600 per financial plan
$75.00 per hour
Fee-only: $75.00 per hour; flat fees generally range from $200 to $600 per financial plan; fees are negotiable and may be waived or modified
Main office
215 W. Washington Ave.
Fergus Falls MN 56537
Advisors at this office
1
Most active in
California · Minnesota
Also doing business as
Linda Susan Cornish Dba Calhoun Financial Services Company · The Cornish Group LLC Dba Cornish Financial Services Group
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.
Forms ADV
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