Minerva Planning Group

Overview

Minerva Planning Group is an independent, SEC-registered RIA organized as a corporation and operating under individual ownership. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its client billing mixes a percentage-of-assets model with hourly fees. The adviser does not identify as an active ESG investor, does not act as a capital allocator, and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices