Theory Planning Partners fees and pricing
Financial planner in Marblehead, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 4, 2026, Theory Planning Partners charges $250 an hour and a monthly fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“At the low end of the hourly ranges, $4,500 for 18 hours = $250/hour and $18,000 for 72 hours = $250/hour.”
- Monthly fee
- $1,500/mo
“Fees are $4,500 up front onboarding fee and $1,500/month thereafter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Theory Planning Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Executive planning and corporate consulting fees are fixed and billed monthly in arrears beginning the 1st of the month after the contract is signed.”
- “Upon Theory’s receipt of notice from the client or upon providing such notice to the client, services will continue, and Theory will invoice for one final calendar month.”
- “Upon termination, and after services have been provided for the final month, the monthly fee having been earned, no refund of the final monthly fee will be due to the client.”
How Theory Planning Partners’ fees compare
- Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Theory Planning Partners
- Firm size: 3 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 59
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $32,885,656
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308877
- Phone
- (617) 872-2790
Can advise clients in 11 states: California, Florida, Illinois, Louisiana, Massachusetts, North Carolina, New York, Tennessee, Texas, Utah, Washington
Other planners in Massachusetts that publish fees
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
- Act 2 PlanningWinchester$100-$500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.