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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $128,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Lionheart Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard S. Gardner
CRD#: 4475661
Stafford, VA
93
Wealthminder
score

Richard Gardner (CRD# 4475661) is an Investment Advisor Representative working at Lionheart Financial Planning, Inc. in Stafford, VA and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.