# Kaitlyn Carlson

> Kaitlyn Carlson is a fee-only financial advisor at Theory Planning Partners in Marblehead, Massachusetts, who holds the CFP credential. Theory Planning Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kaitlyn-carlson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Theory Planning Partners
- **Based in:** Marblehead, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $32.9M across 298 accounts
- **Credentials:** CFP
- **Works with:** Founders
- **CRD:** 6075785 (https://adviserinfo.sec.gov/individual/summary/6075785)
- **SEC registration:** Investment adviser representative in CA, FL, IL, LA, MA, NC, NY, TN, TX, UT, WA
- **Exams passed:** Series 63 (2014), Series 65 (2014)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.theoryplanning.com

## Frequently asked questions

### Is Kaitlyn Carlson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kaitlyn 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 Kaitlyn charge for financial advice?

Kaitlyn's firm, Theory Planning Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kaitlyn Carlson based?

Kaitlyn Carlson is based in Marblehead, Massachusetts.

### What credentials does Kaitlyn Carlson hold?

Kaitlyn Carlson holds the CFP credential.

### Is Kaitlyn Carlson registered with the SEC?

Yes. Kaitlyn Carlson is registered as an investment adviser representative in CA, FL, IL, LA, MA, NC, NY, TN, TX, UT and WA (CRD 6075785), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Theory Planning Partners manage?

Theory Planning Partners reports $32.9M across 298 accounts in assets under management.

### How do I contact Kaitlyn Carlson?

Through Kaitlyn's website, www.theoryplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6075785): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://theoryplanning.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.