Corrinne Rivers is a CFP-designated registered investment advisor at Theory Planning Partners, based in Fort Pierce, FL, with 3 years of industry experience. Corrinne 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Fort Pierce, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Corrinne works as an Education Events Manager for Kitces.com since 2020, providing financial education and practice management resources to financial advisors. This is a full-time position where she manages and delivers educational webinars and virtual events.
Employment History
Current Registrations
Theory Planning Partners
Previous Registrations
Childfree Wealth
Ellevest
Childfree Wealth
State Registrations9 states
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