Dorval & Chorne Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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)
Up to $500 per hour, billed in 15-minute increments
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
See office11242 86th Avenue North
Maple Grove MN 55369
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Florida · Louisiana · Maryland · Minnesota · North Dakota · Texas · Wisconsin
Also doing business as
Dorval & Chorne Financial Advisors · Dorval Corporation
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Leah W
CFP®, Series 65
Frederick, MD
Dorval & Chorne Financial Advisors
Leah Woodly is a CFP® with four years of industry experience currently advising at Dorval & Chorne Financial Advisors. She previously worked at AdvisorNet Wealth Management and Jacobs, and has experience outside finance as a tax preparer. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses, managing approximately $374 million in assets with an investment approach based on diversification and fundamental analysis.
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.
Julia J
CFP®, Series 66
Maple Grove, MN
Dorval & Chorne Financial Advisors
Julia Jerome is a CFP® and Series 66-licensed financial advisor at Dorval & Chorne Financial Advisors with four years of industry experience. She previously worked at Cresset Asset Management, LLC, Focus Financial Network, Inc, and Royal Alliance Associates, Inc. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and fundamental analysis, with services tailored to clients’ objectives and risk tolerances.
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.
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