Lionheart Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,800,600
Total clients
26
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$530,792
About
Lionheart Financial Planning, Inc. provides personalized, fee-only financial planning and investment management to individuals, charitable organizations, and small businesses, offering comprehensive plans, asset management agreements, and limited-scope hourly engagements. The firm does not accept commissions or sell financial products, and advice is delivered through consultation while clients maintain custody of assets (the firm may place trades under a limited power of attorney).
The firm’s documented process includes creating investment policy statements, conducting quarterly reviews, and delivering written performance reporting. Investment implementation typically follows a core‑and‑satellite approach—using passive index and ETF core holdings with selectively added active funds—and clients are consulted before trades unless broader trading authorization has been granted.
Noteworthy features include the explicit service to charitable and small business clients and the predominance of non‑discretionary management; the brochure reports approximately $10.45 million in assets under management, with roughly $10.02 million managed non‑discretionarily and about $433,000 on a discretionary basis. As a fee‑only practice serving a relatively small number of clients, the firm emphasizes written plans, IPS documentation, and periodic reporting over product sales.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Active portfolio management
Fee options
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
Main office location
Lionheart Financial Planning, Inc.
Stafford VA, United States
Number of offices
1
Most active in
Lionheart Financial Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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