MINERVA PLANNING GROUP

Overview

Minerva Planning Group is an independent registered investment adviser established in 2014 and organized as a corporation with individual ownership. The firm focuses on serving individuals and families, providing comprehensive financial planning and portfolio management for individuals and small businesses. Its client billing mixes an assets-under-management fee with hourly charges. Minerva does not identify as an active ESG investor, is not structured as a capital allocator, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices