Theory Planning Partners

Overview

Theory Planning Partners is an independent, individual-owned registered investment adviser organized as an LLC that concentrates on serving individual and family clients. The firm charges fees as a percentage of assets under management and via fixed fees, and it offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. FINTRX flags the firm as a capital allocator, indicating it deploys client capital across external managers in addition to managing listed securities. Theory Planning Partners is not designated as an active ESG investor in the source data. The firm reports a non–multi-state adviser status on its snapshot profile while maintaining multiple office locations (see Location & Offices). The adviser appears structured to combine discretionary portfolio management with advisory oversight of third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices