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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-25-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $413.5K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Forward Financial Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Betsy Harris Hutchins
Chief Compliance Officer, Client Associate, Owner
- CRD
- #7498171
- Ownership
- 75% or more
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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
SMA allocation detail is available
Forward Financial Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.