Minerva Planning Group provides financial planning, portfolio management for individuals and small businesses, and education planning. Financial planning was provided to 26–50 clients last fiscal year.
Minerva Planning Group reports 122 clients. They include 70 high-net-worth individuals and 52 individual clients. Nearly all assets ($237M across 550 accounts) are managed with discretion; $84.9K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 16% |
| High-net-worth individuals | 57% | 84% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 52 | $37.5M | 15.8% | $722K |
| High-net-worth individuals | 70 | $199M | 84.2% | $2.85M |
| Total | 122 | $237M | 100% | $1.94M |
- Clients
- 52
- Regulatory AUM
- $37.5M
- AUM share
- 15.8%
- Avg. per client
- $722K
- Clients
- 70
- Regulatory AUM
- $199M
- AUM share
- 84.2%
- Avg. per client
- $2.85M
Total
- Clients
- 122
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- $1.94M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Minerva Planning Group charges 0.40%–1.00% a year for its Investment advisory services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.80% |
| $1M–$3M | 0.65% |
| $3M and above | 0.40% |
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed hourly at up to $300 an hour, negotiable, after an estimate of hours; up to 50% of the expected total fee is invoiced on signing and the balance on completion.
Micah Porter owns 75% or more of Minerva Planning Group. Micah Porter is CEO; the leadership team includes Chief Compliance Officer Melanne Acker. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Minerva Planning Group, Inc.
Micah Porter
Control person · since May 2006
Minerva Planning Group’s regulatory assets grew 2.0× from $121M (February 2021) to $237M (September 2026); clients rose from 91 to 122 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $237M | 122 | 6 | 4 |
| Mar 2025March 2025 | $198M | 117 | 4 | 2 |
| May 2024May 2024 | $161M | 106 | 5 | 2 |
| Mar 2023March 2023 | $136M | 100 | 5 | 1 |
| Mar 2022March 2022 | $143M | 92 | 5 | 1 |
| Feb 2021February 2021 | $121M | 91 | 4 | 1 |
Besides its headquarters, Minerva Planning Group has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
Georgia · 1 listed address
- 315 W. Ponce De Leon Avenue, Suite 880, DecaturHQ
Contact and registration details
- Legal name
- Minerva Planning Group, Inc.
- Headquarters
- 315 W. Ponce De Leon Avenue, Suite 880, Decatur, GA 30030
- Website
- minervaplanninggroup.com
- Phone
- 404-816-6688
- @minerva-planning-group
- SEC file
- 801-80329
- Founded
- 1987
- Structure
- Georgia corporation
- Fiscal year end
- December
Minerva Planning Group’s named custodian for separately managed accounts is Charles Schwab ($210M). Minerva Planning Group has custody of $66.3M for 55 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $210M100%
At year end, Minerva Planning Group’s separately managed accounts were mostly in funds (86%).
What the accounts hold
- Stocks4%
- Funds86%
- Bonds1%
- Cash6%
- Other5%
- Variable annuities5%
How many clients does Minerva Planning Group have?
Minerva Planning Group has 122 clients and manages $237 million for them, as of September 2026. They include 70 high-net-worth individuals and 52 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Minerva Planning Group offer?
Minerva Planning Group provides financial planning, portfolio management for individuals and small businesses, and education planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Minerva Planning Group charge?
Minerva Planning Group charges 0.40%–1.00% a year for its Investment advisory services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Minerva Planning Group use?
Minerva Planning Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $210M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Minerva Planning Group have?
Minerva Planning Group has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Minerva Planning Group invest in?
At the end of its last fiscal year, Minerva Planning Group’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 5% other, 4% exchange-traded equities and 1% state and local bonds. The 5% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Minerva Planning Group?
Minerva Planning Group’s direct owner is Micah Porter (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Minerva Planning Group get paid?
Minerva Planning Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Minerva Planning Group?
Minerva Planning Group’s main office is at 315 W. Ponce De Leon Avenue, Suite 880, Decatur, GA 30030. Its phone number is 404-816-6688. Its website is minervaplanninggroup.com.
