Amy Mawson
Minerva Planning Group · Decatur, Georgia
Amy Mawson is a fee-only financial advisor at Minerva Planning Group in Decatur, Georgia, who holds the CFP credential. Minerva Planning Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Minerva Planning Group |
|---|---|
| Based in | Decatur, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $236.9M across 551 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 7136326 |
| Exams passed | Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.minervaplanninggroup.com |
How Amy's firm compares
- Minerva Planning Group's average account is about $430,000, from its Form ADV (assets managed divided by 551 accounts).
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Questions about Amy
Is Amy Mawson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Minerva Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Minerva Planning Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Amy Mawson based?
Amy Mawson is based in Decatur, Georgia.
What credentials does Amy Mawson hold?
Amy Mawson holds the CFP credential.
Is Amy Mawson registered with the SEC?
Yes. Amy Mawson is registered as an investment adviser representative in GA (CRD 7136326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Minerva Planning Group manage?
Minerva Planning Group reports $236.9M across 551 accounts in assets under management.
How do I contact Amy Mawson?
Through Amy's website, www.minervaplanninggroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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