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 12 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 9 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 17 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 3 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 1 year of experience in the finance industry.

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