James Brown
Minerva Planning Group · Durham, North Carolina
James Brown is a fee-only financial advisor at Minerva Planning Group in Durham, North Carolina, 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 | Durham, North Carolina |
| 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 NC, TX · CRD 5246062 |
| Exams passed | Series 63 (2008) · Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.minervaplanninggroup.com |
How James'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 James
Is James Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Minerva Planning Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Brown based?
James Brown is based in Durham, North Carolina.
What credentials does James Brown hold?
James Brown holds the CFP credential.
Is James Brown registered with the SEC?
Yes. James Brown is registered as an investment adviser representative in NC and TX (CRD 5246062), 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 James Brown?
Through James'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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