Advisor at Lionheart Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lionheart Financial Planning, Inc.
Location
Stafford, VA
Credentials
CFP®, Series 65
Industry experience
20 years
Richard Gardner is a CFP® and Series 65-licensed financial advisor with 20 years of industry experience. He has been the sole advisor at Lionheart Financial Planning, Inc. since 2004. Lionheart Financial Planning, Inc. is an independent, fee-only firm serving individuals, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment management, emphasizing written plans, investment policy statements, and quarterly reporting, with a core-and-satellite investment approach that primarily uses passive index and ETF holdings.
Based on Lionheart Financial Planning, Inc.
Financial planning fees range from $1,000 to $5,000, negotiable
$0 - $1,000,000: 0.50% annually $1,000,001 - $10,000,000: 0.25% annually $10,000,001+: 0.15% annually
Hourly planning services at $200 per hour
Account minimum: $100,000 of assets under management Minimum fee: Minimum annual fee of $750 (negotiable) Fee-only: Fee-only financial planning and investment management, no commissions accepted
Stafford, VA
Maryland · Virginia
Lionheart Financial Planning, Inc.
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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