# THEORY PLANNING PARTNERS

THEORY PLANNING PARTNERS is an SEC-registered investment adviser.

## Registration

- CRD: 308877
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308877/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308877/similar
- Related entities: https://search.stillhousedata.com/firm/308877/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308877

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.