Betsy Hutchins
Forward Financial Planning · Germantown, Tennessee
Betsy Hutchins is a fee-only financial advisor at Forward Financial Planning in Germantown, Tennessee, who holds the CFP and CRPC credentials.
- $4M
- Firm assets managed
- $149,000
- Firm's average account
- 2021
- First securities exam
What Betsy focuses on
Who Betsy works with
- Physicians
- High earners
How does Betsy's firm compare?
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Forward Financial Planning's average account is about $149,000, from its Form ADV (assets managed divided by 25 accounts).
Questions about Betsy
Is Betsy Hutchins a fee-only financial advisor?
Yes. Betsy Hutchins is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Betsy's firm.
How does Betsy Hutchins charge for financial advice?
Betsy Hutchins charges a flat fee or retainer and an ongoing planning fee.
Does Betsy Hutchins work with clients virtually?
Yes. Forward Financial Planning says on its website that it works with clients remotely.
Where is Betsy Hutchins based?
Betsy Hutchins is based in Germantown, Tennessee.
What does Betsy Hutchins specialize in?
Betsy Hutchins's specialties include physicians & residents, tax planning, estate & legacy planning, student loans and retirement planning. Betsy works with physicians and high earners.
What credentials does Betsy Hutchins hold?
Betsy Hutchins holds the CFP and CRPC credentials.
Is Betsy Hutchins registered with the SEC?
Yes. Betsy Hutchins is registered as an investment adviser representative in TN and TX (CRD 7498171), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Forward Financial Planning manage?
Forward Financial Planning reports $3.7M across 25 accounts in assets under management.
How do I contact Betsy Hutchins?
Through Betsy Hutchins's website, fwdfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Forward Financial Planning |
|---|---|
| Based in | Germantown, Tennessee |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $3.7M across 25 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in TN, TX · CRD 7498171 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fwdfp.com |
| Profile |
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Other fee-only advisors in Germantown
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Forward Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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