Lionheart Financial Planning, Inc.
Lionheart Financial Planning, Inc. (CRD# 134170) is a financial advisory firm headquartered in , . They manage $3,200,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$128,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Richard Gardner (CRD# 4475661) is an Investment Advisor Representative working at Lionheart Financial Planning, Inc. in Stafford, VA and has over 17 years of experience in the finance industry.