© Copyright - Theory Planning Partners, LLC - The information presented is believed to be from reliable sources but no liability is accepted for any inaccuracies. Nothing on this website should be construed as an investment recommendation, tax, or legal advice. Past performance is no guarantee of future performance. Advisory Services offered through Theory Planning Partners, LLC, an investment adviser registered with the Commonwealth of Massachusetts. View ADV brochures and MA Table of Fees. Theory Planning Partners is a registered investment adviser in the State of Massachusetts, Washington, North Carolina, Texas, Louisiana, Utah, and Florida. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.