# Forward Financial Planning

> Forward Financial Planning is a state-registered investment advisory firm in Germantown, TN, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 15, 2026.

- CRD: 318632
- Filed as: FORWARD FINANCIAL PLANNING
- Legal name: Forward Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Germantown, TN
- Filing period: October 2026
- Form ADV filing dated: March 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318632
- AdvisorCensus page: https://advisorcensus.com/firm/forward-financial-planning-germantown-tn-318632

## Quick answers

**How is Forward Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Forward Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Forward Financial Planning located?**
Forward Financial Planning's principal office is in Germantown, TN, according to its Form ADV.

**Is Forward Financial Planning registered with the SEC or a state?**
Forward Financial Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318632.

**How much does Forward Financial Planning manage?**
Forward Financial Planning reports $3,721,450 in regulatory assets under management in its Form ADV filing dated March 15, 2026 (100% discretionary).

**What types of clients does Forward Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Forward Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318632

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,721,450
- Discretionary: $3,721,450
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,520,530 |
| High net worth individuals | Fewer than 5 | $2,200,920 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fwdfp.com
- Facebook facebook.com
- Instagram @FORWARDFINANCIALPLANNING
- LinkedIn @FWDFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forward Financial Planning (CRD 318632): Form ADV filing data as of October 2026.