Duval Investment Group fees and pricing
Financial planner in Minnetonka, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 8, 2026, Duval Investment Group charges $175 an hour and a quarterly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“DIG charges $175 per hour for financial planning services and a plan typically may take 10-20 hours.”
- Quarterly fee
- $2,500/qtr
“DIG may impose a minimum quarterly fee of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Duval Investment Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon notice to DIG of any errors in computation of fees, DIG shall promptly refund to Client any excess fees collected in error.”
- “If the client made an advance payment, DIG will refund any unearned portion of the advance payment.”
- “Investment management fees are typically deducted from clients’ accounts at Schwab or occasionally billed directly to clients as fees are incurred.”
How Duval Investment Group’s fees compare
- Its hourly rate of $175 is below the Minnesota median of $263. 10% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Minnetonka that publish an hourly rate charge less.
About Duval Investment Group
“Duval Investment Group, LLC (“DIG”), established in 2013, provides portfolio management services on a fee-only basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 0.9% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 27
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $109,453,220
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166887
- Phone
- (952) 905-3643
Other planners in Minnetonka that publish fees
- Bluestem Wealth Partners, LLCMinnetonka$300-$20,000
- E-Wealth PartnersMinnetonka$200-$800/hr, $5,000/yr
- Fidere AdvisorsMinnetonka$100/hr, $5,000
- Lundeen Abrams Advisors, LLCMinnetonka$1,000-$5,000
- Marks Group Wealth Management, Inc.Minnetonka$10,000-$100,000/yr
- Navista Wealth Management, Inc.Minnetonka$75-$350/hr, $200-$5,000
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.