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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-04-2004
- Office Locations
- 3
Office Locations
About Minerva Planning Group
Minerva Planning Group is an RIA providing comprehensive financial planning, retirement planning, and ongoing tax-efficient investment management. The firm emphasizes retirement transition decisions such as Social Security timing, healthcare/FEHB considerations, and early-retirement/VERA planning, with content geared to federal government employees and other pre-retirees. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between September 17, 2025 and September 22, 2026, reported AUM increased 19.5%, from $198.2M to $236.9M.
Across 5 reported observations, AUM increased 65.9% between March 8, 2022 and September 22, 2026, from $142.8M to $236.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 122 clients, or 30.5 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 3 reported office locations and 22 years in operation. The source data was last updated on September 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Minerva Planning Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICAH SANDERS PORTER
Chief Executive Officer, President
- CRD
- #4780133
- Ownership
- 75% or more
Melanne Renee Acker
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JAMES CHRISTOPHER BROWN
Paraplanner
- CRD
- #5246062
CHRISTINE MARIE LARSON-POSTEL
--
- CRD
- #5502277
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,774,074 | $430,498 |
| Non-Discretionary | $84,922 | $84,922 |
| Total | $236,858,996 | $429,871 |
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Separately Managed Accounts
SMA allocation detail is available
Minerva Planning Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.