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Theory Planning Partners: Helping Clients Achieve Financial Success
Theory Planning Partners is a reputable financial services firm that has been helping clients achieve their financial goals for over 20 years. With a team of experienced and knowledgeable advisors, the firm provides personalized financial planning and investment management services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
Theory Planning Partners assists clients in creating a solid financial plan to achieve their short-term and long-term goals. This includes creating a budget, managing debt, investing in the right financial products, and planning for retirement.
Facts and Insights
Theory Planning Partners has over $3 billion in assets under management (AUM) and employs more than 100 advisors. The firm has a proven track record of helping clients grow and protect their wealth over time.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 100+ | 20+ years |
Financial Services Offered
Theory Planning Partners offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
Client Types
Theory Planning Partners caters to a variety of clients, including individuals, high-net-worth individuals, families, and businesses. Their services are tailored to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
Theory Planning Partners operates on a fee-only model, which means they do not earn commissions from the sale of financial products. This ensures that their advisors have the client’s best interests in mind when making financial recommendations.
The firm’s fees are based on a percentage of AUM and can range from 1% to 2%. This fee structure incentivizes their advisors to grow their clients’ wealth, as their earnings are directly tied to the performance of their clients’ investments.
Background
Theory Planning Partners was founded in 2000 by a team of financial experts who shared a common goal of helping individuals and businesses achieve financial success. The firm has since grown to become one of the top financial services firms in the country, with a strong reputation for providing personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know
As a reputable financial services firm, Theory Planning Partners believes in transparency and ensuring their clients are well-informed. This includes disclosing any potential conflicts of interest or important information that clients should be aware of before working with the firm.
Some of the important disclosures to know about Theory Planning Partners include their fee schedule, any affiliations or partnerships with other financial institutions, and any potential conflicts of interest that may arise when making financial recommendations.