Richard Gardner
Lionheart Financial Planning · Stafford, Virginia
Richard Gardner is a fee-only financial advisor at Lionheart Financial Planning in Stafford, Virginia, who holds the CFP credential. Lionheart Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lionheart Financial Planning |
|---|---|
| Based in | Stafford, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.8M across 61 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, VA · CRD 4475661 |
| Exams passed | Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lionheartfinancialplanning.com |
| Profile |
How Richard's firm compares
- Lionheart Financial Planning's average account is about $226,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Richard
Is Richard Gardner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Lionheart Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Lionheart Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Gardner based?
Richard Gardner is based in Stafford, Virginia.
What credentials does Richard Gardner hold?
Richard Gardner holds the CFP credential.
Is Richard Gardner registered with the SEC?
Yes. Richard Gardner is registered as an investment adviser representative in MD and VA (CRD 4475661), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lionheart Financial Planning manage?
Lionheart Financial Planning reports $13.8M across 61 accounts in assets under management.
How do I contact Richard Gardner?
Through Richard's website, www.lionheartfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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