Minerva Planning Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates and other investment advisors, offering discretionary portfolio management and financial planning. The firm manages roughly $237 million for about 122 clients through a four-advisor team operating across multiple offices.
The firm’s investment process is oriented to long-term asset allocation delivered largely through low-cost, diversified mutual funds and ETFs, and it typically employs Dimensional Fund Advisors (DFA) funds as core holdings. MPG combines that fund-based approach with fundamental analysis and will use individual securities or retain legacy positions for tax or fit reasons; it also selects share classes that avoid trading costs even when custodial constraints mean higher internal expense ratios.
Noteworthy operational features include a formal succession agreement with a peer advisory firm to reduce service disruption risk, an institutional custody relationship that provides technology and other economic benefits, and a stated minimum relationship size of $1 million. Leadership includes credentialed investment professionals (including CFA and CFP designations), and the firm’s reliance on DFA funds — which clients generally cannot buy directly outside an advisory platform — is a distinctive aspect of how it implements client portfolios.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.65% $3,000,001+: 0.40%
Up to $300 per hour, negotiable based on nature and complexity
Account minimum: $1,000,000
Main office
See office315 W. Ponce De Leon Avenue, Suite 915
Decatur GA 30030
Advisors at this office
2
Offices (3)
Most active in
Georgia · Louisiana · New Hampshire · North Carolina · Ohio · Texas
Also doing business as
Krull And Company · Minerva Planning Group · Minerva Planning Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Micah P
CFP®, CFA®, Series 65
Decatur, GA
Minerva Planning Group
Micah Porter is a CFP® and CFA® with 19 years of industry experience. He has been with Minerva Planning Group in Decatur, GA since 2003. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, primarily Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.
Christine L
CFP®
Lexington, OH
Minerva Planning Group
Christine Larson Postel is a CFP® professional with 18 years of experience in financial advising. She has worked at Pinnacle Advisors for 21 years before joining Minerva Planning Group, where she has been since 2025. Minerva Planning Group serves individual and high-net-worth clients, trusts, estates, and other investment advisors, offering discretionary portfolio management and financial planning. The firm manages approximately $237 million for about 122 clients through a team of four advisors, employing a long-term, fund-based investment approach that includes Dimensional Fund Advisors (DFA) funds combined with fundamental analysis and selective use of individual securities.
James B
CFP®, Series 63, Series 65
Durham, NC
Minerva Planning Group
James Brown is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Minerva Planning Group, where he has been since 2024, following 13 years at Vaughan-Brown Wealth Management. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, offering discretionary portfolio management and financial planning. The firm emphasizes a long-term asset allocation approach using low-cost, diversified mutual funds and ETFs, particularly Dimensional Fund Advisors (DFA) funds, combined with fundamental analysis and selective use of individual securities.
Amy M
CFP®, Series 65
Decatur, GA
Minerva Planning Group
Amy Mawson is a CFP® and Series 65 credentialed advisor with Minerva Planning Group in Decatur, GA. She has seven years of industry experience, including nine years with Minerva Planning Group. Prior to her financial advisory career, she was a homemaker for three years. Minerva Planning Group serves individual and high-net-worth clients, as well as trusts, estates, and other investment advisors, providing discretionary portfolio management and financial planning. The firm’s investment approach focuses on long-term asset allocation using low-cost, diversified mutual funds and ETFs, typically incorporating Dimensional Fund Advisors (DFA) funds as core holdings.
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