Lionheart Financial Planning, Inc.
Lionheart Financial Planning, Inc. (CRD# 134170) is a financial advisory firm headquartered in , . They manage $10,450,446 in 58 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lionheart Financial Planning, Inc.
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts58ACCOUNTS
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Average Account Value$180,180
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, VA
Financial Advisors at Lionheart Financial Planning, Inc.
1
Richard Gardner (CRD# 4475661) is an Investment Advisor Representative working at Lionheart Financial Planning, Inc. in Stafford, VA and has over 24 years of experience in the finance industry.
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