Theory Planning Partners
Theory Planning Partners (CRD# 308877) is a financial advisory firm headquartered in , . They manage $10,603,229 in 40 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Theory Planning Partners
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts40ACCOUNTS
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Average Account Value$265,081
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MA, NC, TX, UT
Financial Advisors at Theory Planning Partners
1
Kaitlyn Carlson (CRD# 6075785) is an Investment Advisor Representative working at Theory Planning Partners in Marblehead, MA and has over 10 years of experience in the finance industry.
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