Cayla Orris
Theory Planning Partners · Woodstock, Georgia
Cayla Orris is a fee-only financial advisor at Theory Planning Partners in Woodstock, Georgia. Theory Planning Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Theory Planning Partners |
|---|---|
| Based in | Woodstock, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $32.9M across 298 accounts |
| SEC registration | Investment adviser representative in CA, FL, MA, NC, NY, TN, TX, UT, WA · CRD 8200715 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.theoryplanning.com |
| Profile |
How Cayla's firm compares
- Theory Planning Partners's average account is about $110,000, from its Form ADV (assets managed divided by 298 accounts).
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Questions about Cayla
Is Cayla Orris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cayla holds no broker registration, and Theory Planning Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cayla charge for financial advice?
Cayla's firm, Theory Planning Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cayla Orris based?
Cayla Orris is based in Woodstock, Georgia.
Is Cayla Orris registered with the SEC?
Yes. Cayla Orris is registered as an investment adviser representative in CA, FL, MA, NC, NY, TN, TX, UT and WA (CRD 8200715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Theory Planning Partners manage?
Theory Planning Partners reports $32.9M across 298 accounts in assets under management.
How do I contact Cayla Orris?
Through Cayla's website, www.theoryplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Theory Planning Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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