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
-
Total Assets Under Management11MILLION
-
Total Number of Accounts40ACCOUNTS
-
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
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.