Kaitlyn Carlson
Kaitlyn Carlson is a CFP-designated registered investment advisor at Theory Planning Partners, based in Marblehead, MA, with 12 years of industry experience. Kaitlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 59 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Theory Planning Partners does not charge a separate fee for investment management. Instead, portfolio management is included at no extra charge when you sign up for their ongoing executive planning and corporate consulting services.
Location
Marblehead, MA
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Regulatory History (1)
Regulatory
January 2025Employment History
Current Registrations
Theory Planning Partners
Previous Registrations
Civitas Financial
Minot Wealth Management LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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