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
https://www.linkedin.com/company/53234776/admin/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, MA, NC, TX, UT

Financial Advisors at Theory Planning Partners
Showing 1 - 1 of 1 top financial advisors.
1
Kaitlyn Carlson, financial advisor Marblehead MA
Kaitlyn M. Carlson
CRD#: 6075785
Marblehead, MA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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