Theory Planning Partners

Overview

Theory Planning Partners is an independent registered investment adviser organized as an LLC and described as owner-operated. The firm serves individuals and families, providing financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers on behalf of clients. It functions as a capital allocator, meaning it places client capital with external managers in addition to managing public market exposures directly. Fee arrangements include both a percentage-of-AUM component and fixed fees. The snapshot data indicates the firm is not identified as an active ESG investor and does not list a multistate adviser designation; the adviser’s SEC registration year is not provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices