Richard Gardner
Richard Gardner is a CFP-designated registered investment advisor at Lionheart Financial Planning, INC., based in Stafford, VA, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Minimum annual fee is $750 and is negotiable. The minimum annual fee will never exceed 3% of assets under management per year. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Stafford, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lionheart Financial Planning, INC.
State Registrations2 states
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