Micah S. Porter
MINERVA PLANNING GROUP
Decatur, GA 30030
Some features on this profile are disabled
CRD#: 4780133
Professional summary
Micah Sanders Porter, CFP®, who also goes by Micah Porter, is a registered financial advisor currently at MINERVA PLANNING GROUP located in Decatur, Georgia.
Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Micah has worked at 2 firms and has passed the Series 65 exam.
Biography
Micah Porter is President and CEO of Minerva Planning Group, a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. Micah enjoys working together with individual clients to formulate, implement and update their comprehensive financial plans. Additionally, as a CFA charterholder, he is responsible for establishing and implementing Minervas overall investment strategy.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Life Transitions
Do you have an area of expertise or specialization?
Financial Psychology/Coaching
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Micah Porter
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Micah Sanders Porter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
January 3, 2007 - Present
MINERVA PLANNING GROUP
Office #1: 315 W. Ponce De Leon Avenue Suite 915, Decatur, GA 30030RIA
CRD#: 127263
Decatur, GA
Past
November 1, 2012 - November 7, 2013
WEALTH FOCUS RESOURCES, LLC
RIA
CRD#: 158982
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MINERVA PLANNING GROUP
KRULL AND COMPANY | MINERVA PLANNING GROUP, INC. | MINERVA PLANNING GROUP
CRD#: 127263 / SEC#: 801-80329
RIA
Registered Investment Advisory firm - (9/17/2014 Approved)Florida
Registered Investment Advisory firm - (11/3/2014 Terminated)Georgia
Registered Investment Advisory firm - (11/3/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (11/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (11/3/2014 Terminated)Virginia
Registered Investment Advisory firm - (11/3/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(1/3/2007)
IAR
Texas(3/6/2018)
Current Firm
MINERVA PLANNING GROUP
KRULL AND COMPANY | MINERVA PLANNING GROUP, INC. | MINERVA PLANNING GROUP
CRD#: 127263 / SEC#: 801-80329
RIA
Registered Investment Advisory firm - (9/17/2014 Approved)Florida
Registered Investment Advisory firm - (11/3/2014 Terminated)Georgia
Registered Investment Advisory firm - (11/3/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (11/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (11/3/2014 Terminated)Virginia
Registered Investment Advisory firm - (11/3/2014 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
315 W. Ponce De Leon Avenue Suite 915, Decatur, GA 30030
Mailing Address
Phone number
(404) 816-6688
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 544 |
| AUM (Assets Under Management) | $ 198,248,921 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
