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- Custodian
- Charles Schwab & Company · UBS · Voya Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2020
- Office Locations
- 3
Office Locations
About Theory Planning Partners
Theory Planning Partners is a boutique RIA serving top female entrepreneurs—typically founders of privately held companies with 7–8 figure revenue. Led by founder Kaitlyn Carlson, the firm provides integrated wealth and investment planning (tax, estate, insurance, and business-succession coordination) with a strong ETF-oriented portfolio approach. Works selectively with clients who delegate and value high-touch support, and highlights an innovative fee structure designed for long-term wealth creation.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
KAITLYN MCINNIS CARLSON
Chief Executive Officer, Financial Advisor
- CRD
- #6075785
- Ownership
- 75% or more
Rashaunia C Fuller
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Cayla Nicole Orris
--
- CRD
- #8200715
Corrinne Marie Rivers
--
- CRD
- #7635798
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,885,656 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,885,656 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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