Kaitlyn Carlson
Theory Planning Partners · Marblehead, Massachusetts
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.
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Who they serve
- Founders
Facts
| Firm | Theory Planning Partners |
|---|---|
| Based in | Marblehead, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $32.9M across 298 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, IL, LA, MA, NC, NY, TN, TX, UT, WA · CRD 6075785 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.theoryplanning.com |
| Profile |
How Kaitlyn'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 Kaitlyn
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.
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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