Dorval & Chorne Financial Advisors fees and pricing
Financial planner in Maple Grove, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 9, 2026, Dorval & Chorne Financial Advisors charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The fee ranges from $500 to $5,000 per plan, and is determined by the complexity of the engagement, estimated time involved developing the plan, number of accounts involved, etc.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dorval & Chorne Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our stated fees are negotiable, and we typically reduce or waive for associates of the firm, family members, or pre-existing relationships, and we often discount our fee based on the longevity of the client relationship.”
- “Fees are to be paid to the firm by check or draft from US-based financial institutions.”
- “Payment is due in full upon delivery of our invoice which coincides with the presentation of your plan.”
How Dorval & Chorne Financial Advisors’ fees compare
- Its flat or project fee of $500-$5,000 is below the Minnesota median of $5,250. 27% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Maple Grove that publish a flat or project fee charge less.
About Dorval & Chorne Financial Advisors
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.3% a year
- Clients
- 663
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $373,851,948
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309512
- Phone
- (612) 436-3714
Can advise clients in 9 states: California, Colorado, Florida, Louisiana, Maryland, Minnesota, North Dakota, Texas, Wisconsin
Other planners in Maple Grove that publish fees
- FpnavigatorsMaple Grove$3,000-$15,000, $150-$1,000/mo
- MHS Advisory Services, LLCMaple Grove$350/hr
- Oak Financial Planning and Coaching, LLCMaple Grove$350-$2,500, $300-$625/qtr
- Paradigm, Strategies in Wealth Management, LLCMaple Grove$7,500
- Twin Cities Wealth Strategies, Inc.Maple Grove$350/hr, $299-$399/mo
- Underdog Wealth Management, LLCMaple Grove$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.