$3.7M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle waveHarbor +more
- Established Date
- 05-25-2022
- Office Locations
- 1
Office Locations
-- Germantown TN
About Forward Financial Planning
Forward Financial Planning is a Germantown, TN RIA led by CFP Betsy Hutchins serving women in the healthcare industry nationwide (virtually or in person). The firm provides holistic planning—cash flow, tax, insurance, education, and estate planning—paired with ongoing investment management and retirement-focused guidance. Client portfolios are primarily ETF-based and custody at Schwab.
Team overview
-- AVG AGE
$3.7M AVG AUM / ADVISOR
$413.5K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Momentum Ridge value Pathway timber Quantum north
Client Personas
Matrix
CRM
Momentum eagle
Custodian
Capital Value Prime Unison North optima
Fund Managers
Capital
Investment Themes
Wave delta Wave zenith Alpha quantum Foundation peak
Investment Vehicles
Ridge Frontier fusion Beacon
Services
Crest element Meridian Momentum glacier Matrix element Unison fusion Meridian Bridge prime Pathway element Vertex value Delta Summit fusion
Technology
Insight meridian Eagle Element Focus timber Optima Timber radial Ridge frontier
Owner & Executives
Betsy Harris Hutchins
Chief Compliance Officer, Client Associate, Owner
- CRD
- #7498171
- Ownership
- 75% or more
(853) 750-4494
optima.ridge@radialcapital.com
in linkedin.com/in/wave-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,721,450 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,721,450 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,721,450
Equity - Exchange:
29.8% Public Funds:
38.7% Cash:
31.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,320,860,426 | 29.8% |
| Public Funds | $1,715,345,587 | 38.7% |
| Cash | $1,396,211,525 | 31.5% |
| Total | $4,432,417,538 | 100.0% |