Dorval & Chorne Financial Advisors

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Client assets under management

$373,851,948

Clients

663

14% high-net-worth

Advisors

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

166

Very High

Average account size

$563,879

About

Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high‑net‑worth individuals, and businesses. The SEC‑registered firm manages approximately $374 million in client assets and serves 663 clients through both discretionary and non‑discretionary arrangements.

The firm’s investment process emphasizes diversification grounded in Modern Portfolio Theory and fundamental analysis, with portfolios tailored to clients’ objectives, time horizons, and risk tolerances. Services range from modular or broad‑based financial plans and retirement plan rollover analysis to a mutual‑fund‑only Capital Group program and portfolios that include domestic and international equities, fixed income, and real estate exposure.

Noteworthy aspects of the firm include a high client‑to‑advisor ratio (three advisors serving 663 clients, implying roughly 200+ clients per advisor), the periodic offering of complimentary educational seminars and workshops, and that associates are licensed insurance agents through AdvisorNet. These operational features — disclosed in the firm brochure and accompanied by related conflict‑of‑interest disclosures — may affect implementation choices and product recommendations.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Divorce financial planning Debt management Cash flow / budgeting General retirement planning

Fee options

Percentage

$1,000 - $150,000: 1.30% (Schwab) $150,000 - $300,000: 1.15% (Schwab) $300,000 - $500,000: 1.05% (Schwab) $500,000 - $1,000,000: 0.95% (Schwab) $1,000,000 - $2,500,000: 0.85% (Schwab) $2,500,000 - $5,000,000: 0.75% (Schwab) Above $5,000,000+: 0.65% (Schwab) $25,000 - $150,000: 1.30% (Nationwide Advisor Solutions) $150,000 - $300,000: 1.15% (Nationwide Advisor Solutions) $300,000 - $500,000: 1.15% (Nationwide Advisor Solutions) $500,000 - $1,000,000: 0.95% (Nationwide Advisor Solutions) $1,000,000 - $2,500,000: 0.85% (Nationwide Advisor Solutions) $2,500,000 - $5,000,000: 0.75% (Nationwide Advisor Solutions) Above $5,000,000+: 0.65% (Nationwide Advisor Solutions) $0 - $249,999.99: 0.75% (Capital Group Program) $250,000 - $499,999.99: 0.50% (Capital Group Program) $500,000 - Above: 0.25% (Capital Group Program)

Project-based

Up to $500 per hour, billed in 15-minute increments

Other

Account minimum: $1,000 (Schwab), $25,000 (Nationwide Advisor Solutions), $0 (Capital Group Program) Fee-only: Financial planning project fees $500 to $5,000 per plan; hourly fees up to $500/hour

Main office location

Dorval & Chorne Financial Advisors

11242 86 Th Avenue North

Maple Grove MN 55369, United States

Number of offices

Most active in

California · Colorado · Florida · Louisiana · Maryland · Minnesota · North Dakota · Texas · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 612-436-3714

Advisors at this firm

Leah W

CFP®, Series 65

Frederick, MD

Dorval & Chorne Financial Advisors

Leah Woodly is a CFP® with three years of industry experience, currently serving as a financial advisor at Dorval & Chorne Financial Advisors since 2022. Her prior experience includes roles at AdvisorNet Wealth Management and Jacobs. Outside of advising, she is involved in tax preparation services. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses. The firm manages approximately $374 million in assets and employs an investment approach grounded in Modern Portfolio Theory and fundamental analysis, tailoring portfolios to clients’ objectives and risk tolerances.

Divorce financial planning Debt management Cash flow / budgeting General retirement planning

John C

CFP®, Series 63

Maple Grove, MN

Dorval & Chorne Financial Advisors

John Chorne is a CFP® with 26 years of industry experience and serves as Vice President and Investment Adviser Representative at Dorval & Chorne Financial Advisors. He has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of his role at Dorval & Chorne, he is a passive owner and investment adviser representative at AdvisorNet Wealth Management. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm manages approximately $374 million in client assets and employs an investment process based on diversification, Modern Portfolio Theory, and fundamental analysis tailored to clients’ objectives and risk tolerances.

Divorce financial planning Debt management Cash flow / budgeting General retirement planning

Julia J

CFP®, Series 66

Maple Grove, MN

Dorval & Chorne Financial Advisors

Julia Jerome is a CFP®-certified financial advisor at Dorval & Chorne Financial Advisors with over four years of industry experience. She previously worked at Cresset Asset Management, LLC and Focus Financial Network, Inc. Outside of her advisory role, she has teaching experience from Bethel University. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management services to individuals, high-net-worth clients, and businesses. The firm manages approximately $374 million in client assets and employs an investment approach based on diversification using Modern Portfolio Theory and fundamental analysis.

Divorce financial planning Debt management Cash flow / budgeting General retirement planning

Daniel D

CFP®, Series 63

Maple Grove, MN

Dorval & Chorne Financial Advisors

Daniel Dorval is a CFP® with 28 years of industry experience. He is a principal at Dorval & Chorne Financial Advisors and has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of advising, he is an author of the book *Financial Success for the Rest of Us*, generating publishing royalties. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses. The firm emphasizes diversification based on Modern Portfolio Theory and fundamental analysis, tailoring portfolios to clients' objectives, time horizons, and risk tolerances.

Divorce financial planning Debt management Cash flow / budgeting General retirement planning

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