Betsy Hutchins is a CFP-designated registered investment advisor at Forward Financial Planning, based in Germantown, TN, with 3 years of industry experience. Betsy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 4 more. Their firm serves 9 clients with $3.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable at Forward's discretion.
Fee Estimator
Contact
Betsy Hutchins
Location
Germantown, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Forward Financial Planning
State Registrations1 state
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Exams
Additional Information
I live outside of Memphis, TN. I have two human kids and one furry one named Blue (our standard poodle and my running buddy). I read all the time. If not reading, I am running, cooking, eating, gardening, or playing the piano.