Cayla Orris is a registered investment advisor at Theory Planning Partners, based in Woodstock, GA. Cayla 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
Woodstock, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Theory Planning Partners
State Registrations8 states
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