Theory Planning Partners
Firm details
- Headquarters
- ,
- CRD number
- 308877
- Website
- theoryplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals61.89%
- HNWI38.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Theory Planning Partners is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves individual and family clients and acts as a capital allocator, combining financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services include financial planning, ongoing portfolio management and the selection of third‑party advisers. Fee arrangements include both percentage‑of‑AUM pricing and fixed fees. The firm does not identify as an active ESG investor on the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Public Funds/Mutual Funds8%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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