THEORY PLANNING PARTNERS

THEORY PLANNING PARTNERS is an SEC-registered investment adviser (CRD 308877). Regulatory assets under management: $32.9M.

Registration

• CRD: 308877
• Type: Registered investment adviser
• Phone: 617-872-2790
• Latest filing: 2026-08-04
• Regulatory AUM: $32.9M
• Discretionary AUM: $32.9M
• Clients: 3
• Accounts: 298

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308877 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search