Firm
Forward Financial Planning
Germantown, Tennessee
Fee-only
Forward Financial Planning at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 9 individual clients.
- Its average account is about $149,000 (assets it manages divided by its 25 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Germantown, Tennessee |
|---|---|
| Website | fwdfp.com |
| [email protected] | |
| Phone | (901) 301-0156 |
Forward Financial Planning fees
Forward Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 9 |
| Accounts managed | 25 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 15, 2026 |
| SEC record | CRD 318632 |