Minerva Planning Group

Minerva Planning Group (CRD# 127263) is a financial advisory firm headquartered in Decatur, GA. They manage $103,136,232 in 624 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    624
    ACCOUNTS
  • Average Account Value
    $165,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, MA, NC, SC, VA

Financial Advisors at Minerva Planning Group
Showing 1 - 5 of 5 top financial advisors.
1
Micah S. Porter
CRD#: 4780133
315 W. Ponce De Leon Avenue, Suite 956, Decatur, GA 30030
96
Wealthminder
score

Micah Porter (CRD# 4780133) is an Investment Advisor Representative working at Minerva Planning Group in Decatur, GA and has over 13 years of experience in the finance industry. Micah Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kathy R. Weese
CRD#: 5240260
315 W. Ponce De Leon Avenue, Suite 956, Decatur, GA 30030
96
Wealthminder
score

Kathy Weese (CRD# 5240260) is an Investment Advisor Representative working at Minerva Planning Group in Decatur, GA and has over 10 years of experience in the finance industry. Kathy Weese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Peter W. Krull
CRD#: 3164185
Asheville, NC
93
Wealthminder
score

Peter Krull (CRD# 3164185) is an Investment Advisor Representative working at Minerva Planning Group in Asheville, NC and has over 18 years of experience in the finance industry.

4
Neill C. Yelverton
CRD#: 6190539
315 W. Ponce De Leon Avenue, Suite 956, Decatur, GA 30030
90
Wealthminder
score

Neill Yelverton (CRD# 6190539) is an Investment Advisor Representative working at Minerva Planning Group in Decatur, GA and has over 4 years of experience in the finance industry.

5
Leesa C. Sluder
CRD#: 6512467
46 Haywood Street, Suite 201, Asheville, NC 28801
87
Wealthminder
score

Leesa Sluder (CRD# 6512467) is an Investment Advisor Representative working at Minerva Planning Group in Asheville, NC and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.