CO
Cayla N. Orris
THEORY PLANNING PARTNERS
Woodstock, GA
CRD#: 8200715
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CO
Cayla Nicole OrrisTHEORY PLANNING PARTNERS
Professional summary
Cayla Nicole Orris is a registered financial advisor currently at THEORY PLANNING PARTNERS located in Woodstock, Georgia.
Cayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Cayla has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cayla Nicole Orris's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 12, 2026 - Present
THEORY PLANNING PARTNERS
RIA
CRD#: 308877
Woodstock, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/12/2026)
IAR
Florida(3/9/2026)
IAR
Massachusetts(2/24/2026)
IAR
New York(2/12/2026)
IAR
North Carolina(2/12/2026)
IAR
Texas(2/12/2026)
IAR
Utah(2/17/2026)
IAR
Washington(2/12/2026)
Current Firm
TP
THEORY PLANNING PARTNERS
THEORY PLANNING PARTNERS | THEORY PLANNING PARTNERS, LLC
CRD#: 308877 / SEC#:
California
Registered Investment Advisory firm - (9/12/2025 Approved)Florida
Registered Investment Advisory firm - (1/15/2025 Approved)Louisiana
Registered Investment Advisory firm - (5/13/2020 Approved)Massachusetts
Registered Investment Advisory firm - (5/6/2020 Approved)New York
Registered Investment Advisory firm - (9/2/2025 Approved)North Carolina
Registered Investment Advisory firm - (6/22/2023 Approved)Texas
Registered Investment Advisory firm - (11/24/2025 Approved)Utah
Registered Investment Advisory firm - (9/21/2023 Approved)Washington
Registered Investment Advisory firm - (7/22/2024 Approved)Loading...
Contact information
Main Address
Marblehead, MA
Mailing Address
Phone number
(617) 872-2790
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 223 |
| AUM (Assets Under Management) | $ 19,304,686 |
Red Flags
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