Theory Planning Partners, LLC is an investment advisory firm based in Marblehead, Massachusetts, led by Kaitlyn McInnis Carlson. The firm specializes in working with small to mid-size business owners and corporate executives, offering comprehensive executive financial planning and corporate consulting services. Their core services address assets, liabilities, cash flow, taxes, insurance, retirement planning, estate planning, education planning, and business exit planning and succession. Theory Planning Partners coordinates closely with clients' accountants, attorneys, and other professionals to optimize business value. For investment management, Theory Planning Partners builds customized portfolios primarily using mutual funds, exchange-traded funds, equities, and debt securities, adhering to strategic asset allocation principles. Portfolio management is included at no extra charge as part of their executive planning and corporate consulting services. The firm does not have an account minimum and manages accounts on a discretionary basis.
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.