{"url":"https://nivawealth.com/firms/minerva-planning-group-127263","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/127263","regulatoryAum":236858996,"crd":"127263","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5246062","suffix":null,"lastName":"BROWN","firstName":"JAMES","middleName":"CHRISTOPHER"},{"crd":"5502277","suffix":null,"lastName":"LARSON-POSTEL","firstName":"CHRISTINE","middleName":"MARIE"},{"crd":"7136326","suffix":null,"lastName":"Mawson","firstName":"Amy","middleName":null},{"crd":"4780133","suffix":null,"lastName":"PORTER","firstName":"MICAH","middleName":"SANDERS"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-26","regulatoryAum":121273710,"clients":91,"employees":4,"offices":1},{"filedOn":"2022-03-08","regulatoryAum":142761591,"clients":92,"employees":5,"offices":1},{"filedOn":"2023-03-08","regulatoryAum":135620719,"clients":100,"employees":5,"offices":1},{"filedOn":"2024-05-07","regulatoryAum":160594485,"clients":106,"employees":5,"offices":2},{"filedOn":"2025-03-18","regulatoryAum":198248921,"clients":117,"employees":4,"offices":2},{"filedOn":"2026-09-22","regulatoryAum":236858996,"clients":122,"employees":6,"offices":4}],"secFileNumber":"801-80329","legalName":"Minerva Planning Group, Inc.","displayName":"Minerva Planning Group","slug":"minerva-planning-group-127263","website":"https://minervaplanninggroup.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/127263/c0b9558feba5fef1-r1.webp","tone":"light","width":602,"height":200,"sourceUrl":"https://www.minervaplanninggroup.com/","sourceLabel":"Minerva Planning Group, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/minerva-planning-group","founded":"1987","organization":"Georgia corporation","fiscalYearEnd":"December","headquarters":{"street":"315 W. Ponce De Leon Avenue, Suite 880","city":"Decatur","state":"GA","stateName":"Georgia","country":"United States","postalCode":"30030"},"tradeNames":[],"registration":{"secApproved":"17 September 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1941467.1803278688,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":236858996,"discretionary":236774074,"discretionaryAccounts":550,"nonDiscretionary":84922,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":52,"regulatoryAum":37539654},{"label":"High-net-worth individuals","clients":70,"regulatoryAum":199319342}],"feePrograms":[{"role":"main","program":"Investment advisory services","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1,"from":0},{"to":1000000,"pct":0.8,"from":500000},{"to":3000000,"pct":0.65,"from":1000000},{"to":null,"pct":0.4,"from":3000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058687","versionId":1058687,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-09-22","documentName":"MPG FORM ADV2A (\"DISCLOSURE BROCHURE\") AND FORM ADV2B (\"BROCHURE SUPPLEMENTS\")","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058687","versionId":1058687,"submittedOn":"2026-09-22","documentName":"MPG FORM ADV2A (\"DISCLOSURE BROCHURE\") AND FORM ADV2B (\"BROCHURE SUPPLEMENTS\")"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:53:31.437967+00:00","documents":[{"name":"MPG FORM ADV2A (\"DISCLOSURE BROCHURE\") AND FORM ADV2B (\"BROCHURE SUPPLEMENTS\")","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058687","versionId":1058687,"submittedOn":"2026-09-22"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":210417897}],"custodyNote":"Minerva Planning Group has custody of $66.3M for 55 clients.","otherCustodians":[],"leadership":[{"name":"Micah Porter","title":"Chief Executive Officer","crd":"4780133"},{"name":"Melanne Acker","title":"Chief Compliance Officer","crd":"8161796"}],"ownership":[{"label":"Micah Porter","detail":"Chief executive officer in the 75% or more ownership band and a control person, since May 2006."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":3},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"315 W. Ponce De Leon Avenue, Suite 880","city":"Decatur","headquarters":true}]}],"brochureServices":["education planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"404-816-6688","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":86},{"label":"Cash and cash equivalents","percent":6},{"label":"Other","percent":5,"detail":"Variable Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"22 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/127263/PDF/127263.pdf","brochureDate":"22 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058687","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Minerva Planning Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Minerva Planning Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Minerva Planning Group charge?","answer":"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.","source":"MPG FORM ADV2A (\"DISCLOSURE BROCHURE\") AND FORM ADV2B (\"BROCHURE SUPPLEMENTS\"), filed 22 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Minerva Planning Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Minerva Planning Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Minerva Planning Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Minerva Planning Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Minerva Planning Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Minerva Planning Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}