KFA Private Wealth Group

Wealth Management Firm in Tysons, VA

Firm Info
Address: 8000 Towers Crescent Dr Suite 1250, Vienna, VA 22182, USA
Phone: (703) 462-9475

Firm Size
Assets Under Management: $680.2 million
# of Advisors: 10
# of Clients: 3,232
Client to Advisor Ratio: 323:1
Average Account Size: $210,469
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Kfa Private Wealth Group, LLC Overview

KFA Private Wealth Group, LLC is a fee-only investment advisory firm based in Vienna, VA. They have been in business since 2015 and their services include financial planning, portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutional clients. They pride themselves on being an accounting firm that provides investment advice, giving clients a comprehensive approach to their finances. As a fee-only firm, KFA Private Wealth Group, LLC is dedicated to putting their clients' best interests first. They do not receive any commission or compensation based on the products they recommend, ensuring that their clients receive unbiased and objective advice. This fee-only structure also allows for complete transparency in their pricing so clients can trust that there are no hidden fees. KFA Private Wealth Group, LLC goes beyond just managing portfolios, they also offer selection of other advisors. By doing so, they provide their clients with access to additional expertise that may be required, ensuring that clients receive a holistic approach to their financial needs. With their focus on customer satisfaction and a comprehensive approach to wealth management, KFA Private Wealth Group, LLC is a trusted partner for individual and business clients alike.

KFA Private Wealth Group, LLC caters to a diverse group of clients, including individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. With years of experience in the industry, KFA Private Wealth Group has established itself as a reliable partner to clients from all walks of life. They understand that each client has unique needs and work to create tailored solutions that align with individual goals and risk preferences. When it comes to fee structures, KFA Private Wealth Group offers its clients a range of options, depending on the services provided. Clients can choose between a percentage of assets under management (AUM), hourly rates, or fixed fees, depending on their needs and preferences. This flexible fee structure provides transparency in pricing for services rendered and allows clients to choose the model that best suits their investment preferences. Additionally, KFA Private Wealth Group assists clients in understanding the fee structures and ensures that they make informed decisions regarding their assets and investments, providing a level of personalized attention that is second to none in the market.

Typical Clients, Fee Structures & Investment Minimum

According to KFA PRIVATE WEALTH GROUP, LLC's Part 2 Brochure, there is not a specific note about an investment minimum. Therefore, it is unclear what the firm's investment minimum is. It is recommended to reach out to the firm directly to inquire about their investment minimum requirements.

How This Office Can Help Tysons, VA Residents

KFA Private Wealth Group is a trusted financial advisor that helps clients in Tysons, VA to navigate their complicated financial situations. They understand that every client's needs are different, which is why they offer personalized financial planning tailored to each client's unique situation. For someone living in Tysons, VA, the cost of living can be higher than in many other areas of the country. This can often lead to challenges in saving for retirement, paying off debt, and balancing living expenses with long-term financial goals. KFA Private Wealth Group can help clients in Tysons, VA develop investment strategies that are designed to help them meet their financial goals, while also protecting their assets and savings. Additionally, they can help clients in Tysons, VA develop tax-efficient strategies that can help maximize their retirement savings and reduce their tax burden. By working with KFA Private Wealth Group, clients in Tysons, VA can build a strong financial future that allows them to achieve their financial goals and live the life they've always dreamed of.

To view the Minimum Investment and Fee Schedule for Kfa Private Wealth Group, LLC, visit their Part 2 Brochure.

Services Offered by Kfa Private Wealth Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Kfa Private Wealth Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 8000 Towers Crescent Dr Suite 1250, Vienna, VA 22182, USA
Phone (703) 462-9475
Opening Hours
  • Mon 9 AM–4 PM
  • Tue 9 AM–4 PM
  • Wed 9 AM–4 PM
  • Thu 9 AM–4 PM
  • Fri 9 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Kfa Private Wealth Group, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Maryland
  • Minnesota
  • Nebraska
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia
  • Washington

Disciplinary History

Kfa Private Wealth Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.