Minerva Planning Group
Firm details
- Headquarters
- Decatur, Georgia
- CRD number
- 127263
- Registered since
- September 17, 2014
- Website
- www.minervaplanninggroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI84.15%
- Individuals15.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Minerva Planning Group is an independent, SEC-registered RIA that began filing in 2014 and is owned by an individual. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with the option for hourly billing. Minerva does not describe itself as an active ESG investor and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents6%
- Other5%
- Exchange Traded Equities4%
- State & Local Bonds1%
Contacts
3 of 5
James Brown
Managing MemberCRD 5246062
Amy Mawson
Associate AdvisorCRD 7136326
Christine Larson-postel
Senior Financial AdvisorCRD 5502277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Decatur, GA
Dekalb
Location
Decatur, GA
Headquartered in Decatur, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Dekalb
- Address
- 315 W Ponce De Leon Ave
- Time zone
- ET (UTC-5)
- Office locations
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