Lionheart Financial Planning, Inc.

Overview

Lionheart Financial Planning, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary and non‑discretionary portfolio management. The firm shows a clear tilt toward public equities: exchange‑traded securities make up the single largest asset class under management. Its client work appears to blend traditional planning and guidance with implementation through custodial platforms rather than acting primarily as a large discretionary allocator. The firm offers fee arrangements that include a percentage‑of‑AUM component alongside hourly and fixed fees, which aligns with a practice that combines ongoing portfolio oversight with project‑based planning work. Advisory services center on financial planning and portfolio management for individuals, small businesses and corporate/business clients. Lionheart is not flagged as an active ESG investor and is classified as an independent RIA owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices