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, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 50 clients with $19M in assets under management.
Compensation
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Fee Structure
Portfolio management is included at no extra charge for clients who subscribe to Theory Planning Partners' executive planning and corporate consulting services. Theory no longer offers portfolio management as a separate service. A small number of clients under prior agreements pay a fee based on their assets under management as outlined in their agreement.
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.Broker
UBS Financial Services INC.
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations9 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.