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KFA Private Wealth Group

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Namestring
KFA Private Wealth Group
Legal namestring
KFA Private Wealth Group, LLC
Websiteurl
kfapwg.com
Company typeenum
Private
Founded yearint
2015
Descriptiontext

KFA Private Wealth Group, LLC is a privately held, SEC-registered investment advisor (CRD #281678) headquartered at 8350 Broad Street, Suite 220, Tysons, Virginia, serving the Washington DC metro area. Founded around 2015 and operating with 11–50 employees, the firm delivers integrated wealth management, investment management, financial planning, tax planning, and retirement plan consulting to high-income individuals, equity compensation recipients (RSU, ISO, ESPP), and self-employed / small business clients. Its principal product is an AUM-priced wealth management service billed at 0.40%–1.50% annually, paired with a separate financial planning offering priced up to a $5,000 flat fee or $400 hourly, which together create a recurring-plus-engagement revenue model.

Short descriptiontext

KFA Private Wealth Group is an SEC-registered investment advisor in Tysons, Virginia, offering integrated wealth management, financial planning, and tax planning services to high-income earners, equity compensation recipients, and self-employed individuals in the DC metro area.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersVienna, United States
HQ citystring
Vienna
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
private wealth management, financial planning services, investment advisory, tax planning services, equity compensation planning
Industry2 codes
1Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryYes
2Private Client/High-Net-Worth Advisory
CodeFSAEAAANPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Private Wealth Management
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Wealth Management AUM Fees
TypeSubscription Recurring
Description

Wealth Management services are billed as a percentage of assets under management, ranging from 0.40% to 1.50% annually. Fees are billed monthly in arrears based on the time-weighted daily average of the month. This creates a recurring revenue stream tied directly to client asset levels.

kfapwg.com
2Financial Planning & Consulting
TypeSubscription Recurring
Description

Financial Planning and Consulting offered as a separate service for flat fees up to $5,000 or hourly rates up to $400. A 50% retainer is required at signing, with the remainder billed upon financial plan delivery or consultation rendered.

kfapwg.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details2 tiers
1Wealth Management: 0.40% to 1.50% AUM fee
ModelSubscriptionBilling cadenceMonthly
Notes

Fees range from 0.40% to 1.50% of assets under management. Billed monthly in arrears on time-weighted daily average. More assets in advisory account results in higher fees, creating an incentive to grow client assets.

kfapwg.com
2Financial Planning & Consulting: Flat fee up to $5,000 or hourly rate up to $400
ModelOtherBilling cadencePay-as-you-go
Notes

Maximum flat fee of $5,000; maximum hourly rate of $400. Requires 50% retainer at signing with remainder due upon plan delivery or consultation rendered.

kfapwg.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

KFA Private Wealth Group, LLC is an SEC Registered Investment Advisor (CRD #281678) that delivers integrated wealth management, investment management, financial planning, tax planning, equity compensation planning, and retirement plan consulting to high-income individuals and families. The firm combines CPA-level tax expertise with CFP®-style financial planning under one roof, with wealth management fees billed as a percentage of AUM (0.40%–1.50% annually) and financial planning/consulting offered at flat fees up to $5,000 or hourly rates up to $400.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Tax withholding gap identification for tech employees can range from $20,000 to $40,000
Product overview1 text field

KFA Private Wealth Group is a single-service financial advisory firm offering integrated wealth management, financial planning, and tax planning services. The firm combines investment management, retirement planning, and CPA-level tax expertise under one roof to serve high-income earners, equity compensation recipients, and self-employed individuals. Services are delivered through direct advisor-client relationships via in-person or virtual consultations, with no separate product modules or platform offerings. The core service suite includes Wealth Management, Investment Management, Financial Planning & Consulting, Retirement Plan Consulting, Tax Planning, Equity Compensation Planning, and Self-Employed/Small Business Services.

Product and service7 records
1Wealth Management
CategoryWealth Management
Description

Comprehensive wealth management service providing investment advisory, portfolio monitoring, and ongoing financial guidance for high-income individuals and families. Billed as a percentage of AUM (0.40% to 1.50% annually), monthly in arrears.

2Investment Management
3Financial Planning & Consulting
4Retirement Plan Consulting
5Tax Planning
6Equity Compensation Planning
7Self-Employed / Small Business Services
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Harness Wealth
TypeDirect peer
Description

Tech-enabled financial advisory platform that connects equity-compensation earners (RSUs, ISOs, ESPPs) with specialized advisors and CPAs. Closely comparable to KFA's integrated, equity-comp-focused HNW advisory model and directly competes for the same RSU/tech-employee client segment.

2Facet Wealth
TypeEmerging player
Description

Tech-enabled, flat-fee RIA providing virtual financial planning to HNW individuals across the US. Comparable HNW target audience and advisory-led delivery, but with a digital-first, lower-fee structure that contrasts with KFA's traditional AUM-fee model.

3Moneta Group
TypeDirect peer
Description

RIA providing integrated investment management, financial planning, tax, and retirement services to HNW households. Comparable as a planner-led, fee-based RIA with comprehensive HNW services similar to KFA's full-service model.

4Schwab Wealth Advisory
TypeBroad incumbent
Description

Broker-dealer-affiliated wealth advisory program serving HNW clients with discretionary portfolio management and planning. Comparable client overlap and AUM-based fee model, with significantly broader distribution and technology infrastructure.

5Carson Wealth (CWM Group)
TypeDirect peer
Description

RIA serving HNW individuals with integrated financial planning, tax, and wealth management services. Comparable in combining planning, tax, and investment management under one advisory firm for affluent clients.

6Buckingham Strategic Wealth
TypeDirect peer
Description

RIA focused on comprehensive financial planning and evidence-based investment management for HNW clients. Comparable in its planning-first philosophy and integrated tax-aware portfolio approach with KFA's offering.

7Wealthspire Advisors
TypeDirect peer
Description

Mid-sized RIA providing fee-only wealth management and financial planning to HNW individuals and families. Comparable in its planning-led, advisor-centric model serving affluent households, with similar AUM-based fee structure.

8Creative Planning
TypeBroad incumbent
Description

Large, nationally scaled RIA offering wealth management, financial planning, and tax services to HNW individuals. Comparable in its integrated wealth + tax service model but operates at much greater scale and breadth than KFA.

9Mariner Wealth Advisors
TypeBroad incumbent
Description

Large national RIA consolidator providing integrated wealth, tax, estate, and retirement plan consulting. Overlaps with KFA across core services and HNW client focus, but at significantly greater scale and geographic footprint.

10Fidelity Wealth Services
TypeBroad incumbent
Description

Broker-dealer wealth management division offering private client advisory services to affluent and HNW investors. Comparable HNW target market and integrated financial planning, but operates at institutional scale with proprietary technology that KFA lacks.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

KFA Private Wealth Group

Private Wealth Managementkfapwg.com

KFA Private Wealth Group is an SEC-registered investment advisor in Tysons, Virginia, offering integrated wealth management, financial planning, and tax planning services to high-income earners, equity compensation recipients, and self-employed individuals in the DC metro area.

What KFA Private Wealth Group does

KFA Private Wealth Group, LLC is a privately held, SEC-registered investment advisor (CRD #281678) headquartered at 8350 Broad Street, Suite 220, Tysons, Virginia, serving the Washington DC metro area. Founded around 2015 and operating with 11–50 employees, the firm delivers integrated wealth management, investment management, financial planning, tax planning, and retirement plan consulting to high-income individuals, equity compensation recipients (RSU, ISO, ESPP), and self-employed / small business clients. Its principal product is an AUM-priced wealth management service billed at 0.40%–1.50% annually, paired with a separate financial planning offering priced up to a $5,000 flat fee or $400 hourly, which together create a recurring-plus-engagement revenue model.

KFA Private Wealth Group firmographics

Firmographics
Name
KFA Private Wealth Group
Legal name
KFA Private Wealth Group, LLC
Website
https://kfapwg.com
Company type
Private
Founded year
2015
Operating status
Operating
Headcount range
11–50 employees
Short description
KFA Private Wealth Group is an SEC-registered investment advisor in Tysons, Virginia, offering integrated wealth management, financial planning, and tax planning services to high-income earners, equity compensation recipients, and self-employed individuals in the DC metro area.
Ownership category
akta.pro rank

KFA Private Wealth Group industry classification

Industry
Product category
Private Wealth Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
akta.pro secondary industry
Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

  • Private wealth management
  • Financial planning services
  • Investment advisory
  • Tax planning services
  • Equity compensation planning

Where KFA Private Wealth Group is headquartered

Location

Headquarters

HQ city
Vienna
HQ country
United States
HQ region
North America

Offices1 record

Markets served

KFA Private Wealth Group business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Wealth Management AUM Fees: Wealth Management services are billed as a percentage of assets under management, ranging from 0.40% to 1.50% annually. Fees are billed monthly in arrears based on the time-weighted daily average of the month. This creates a recurring revenue stream tied directly to client asset levels.
  2. Financial Planning & Consulting: Financial Planning and Consulting offered as a separate service for flat fees up to $5,000 or hourly rates up to $400. A 50% retainer is required at signing, with the remainder billed upon financial plan delivery or consultation rendered.

Pricing tiers

ModelBillingPrice
SubscriptionMonthlyWealth Management: 0.40% to 1.50% AUM fee
OtherPay-as-you-goFinancial Planning & Consulting: Flat fee up to $5,000 or hourly rate up to $400

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

KFA Private Wealth Group product offering

Product offering

Core offering

KFA Private Wealth Group, LLC is an SEC Registered Investment Advisor (CRD #281678) that delivers integrated wealth management, investment management, financial planning, tax planning, equity compensation planning, and retirement plan consulting to high-income individuals and families. The firm combines CPA-level tax expertise with CFP®-style financial planning under one roof, with wealth management fees billed as a percentage of AUM (0.40%–1.50% annually) and financial planning/consulting offered at flat fees up to $5,000 or hourly rates up to $400.

Product overview

KFA Private Wealth Group is a single-service financial advisory firm offering integrated wealth management, financial planning, and tax planning services. The firm combines investment management, retirement planning, and CPA-level tax expertise under one roof to serve high-income earners, equity compensation recipients, and self-employed individuals. Services are delivered through direct advisor-client relationships via in-person or virtual consultations, with no separate product modules or platform offerings. The core service suite includes Wealth Management, Investment Management, Financial Planning & Consulting, Retirement Plan Consulting, Tax Planning, Equity Compensation Planning, and Self-Employed/Small Business Services.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth Management Comprehensive wealth management service providing investment advisory, portfolio monitoring, and ongoing financial guidance for high-income individuals and families. Billed as a percentage of AUM (0.40% to 1.50% annually), monthly in arrears.
  • Investment Management
  • Financial Planning & Consulting
  • Retirement Plan Consulting
  • Tax Planning
  • Equity Compensation Planning
  • Self-Employed / Small Business Services

Quantifiable outcome

  • Tax withholding gap identification for tech employees can range from $20,000 to $40,000

Companies that use KFA Private Wealth Group

Customer profile

Named customers3 records

Segments3 records

Ideal customer profiles3 records

KFA Private Wealth Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

KFA Private Wealth Group partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

KFA Private Wealth Group competitors and assessment

Company assessment

Direct peers

  • Harness Wealth: Tech-enabled financial advisory platform that connects equity-compensation earners (RSUs, ISOs, ESPPs) with specialized advisors and CPAs. Closely comparable to KFA's integrated, equity-comp-focused HNW advisory model and directly competes for the same RSU/tech-employee client segment.
  • Moneta Group: RIA providing integrated investment management, financial planning, tax, and retirement services to HNW households. Comparable as a planner-led, fee-based RIA with comprehensive HNW services similar to KFA's full-service model.
  • Carson Wealth (CWM Group): RIA serving HNW individuals with integrated financial planning, tax, and wealth management services. Comparable in combining planning, tax, and investment management under one advisory firm for affluent clients.
  • Buckingham Strategic Wealth: RIA focused on comprehensive financial planning and evidence-based investment management for HNW clients. Comparable in its planning-first philosophy and integrated tax-aware portfolio approach with KFA's offering.
  • Wealthspire Advisors: Mid-sized RIA providing fee-only wealth management and financial planning to HNW individuals and families. Comparable in its planning-led, advisor-centric model serving affluent households, with similar AUM-based fee structure.

Emerging players

  • Facet Wealth: Tech-enabled, flat-fee RIA providing virtual financial planning to HNW individuals across the US. Comparable HNW target audience and advisory-led delivery, but with a digital-first, lower-fee structure that contrasts with KFA's traditional AUM-fee model.

Broad incumbents

  • Schwab Wealth Advisory: Broker-dealer-affiliated wealth advisory program serving HNW clients with discretionary portfolio management and planning. Comparable client overlap and AUM-based fee model, with significantly broader distribution and technology infrastructure.
  • Creative Planning: Large, nationally scaled RIA offering wealth management, financial planning, and tax services to HNW individuals. Comparable in its integrated wealth + tax service model but operates at much greater scale and breadth than KFA.
  • Mariner Wealth Advisors: Large national RIA consolidator providing integrated wealth, tax, estate, and retirement plan consulting. Overlaps with KFA across core services and HNW client focus, but at significantly greater scale and geographic footprint.
  • Fidelity Wealth Services: Broker-dealer wealth management division offering private client advisory services to affluent and HNW investors. Comparable HNW target market and integrated financial planning, but operates at institutional scale with proprietary technology that KFA lacks.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

KFA Private Wealth Group social profiles

Digital presence

KFA Private Wealth Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

KFA Private Wealth Group leadership team

Management profile

Number of profiles

Profiles2 records

KFA Private Wealth Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

KFA Private Wealth Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KFA Private Wealth Group

What does KFA Private Wealth Group do?

KFA Private Wealth Group, LLC is an SEC Registered Investment Advisor (CRD #281678) that delivers integrated wealth management, investment management, financial planning, tax planning, equity compensation planning, and retirement plan consulting to high-income individuals and families. The firm combines CPA-level tax expertise with CFP®-style financial planning under one roof, with wealth management fees billed as a percentage of AUM (0.40%–1.50% annually) and financial planning/consulting offered at flat fees up to $5,000 or hourly rates up to $400.

Is KFA Private Wealth Group a public or private company?

KFA Private Wealth Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was KFA Private Wealth Group founded?

KFA Private Wealth Group was founded in 2015. It employs 11 to 50 people.

Where is KFA Private Wealth Group based?

KFA Private Wealth Group is headquartered in Vienna, United States, in the North America region.

How does KFA Private Wealth Group make money?

Two revenue lines are on record. Wealth Management AUM Fees are the primary driver. The others are financial Planning & Consulting.

Who are KFA Private Wealth Group's main competitors?

Direct peers on record are Harness Wealth, Moneta Group, Carson Wealth (CWM Group), Buckingham Strategic Wealth and Wealthspire Advisors. Facet Wealth is listed as an emerging player. Broad incumbents are Schwab Wealth Advisory, Creative Planning, Mariner Wealth Advisors and Fidelity Wealth Services.

Does KFA Private Wealth Group have an API?

No public API is recorded for KFA Private Wealth Group.

What industry is KFA Private Wealth Group in?

KFA Private Wealth Group's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAAAN, Private Client/High-Net-Worth Advisory. Its NAICS code is 523940 and its SIC code is 6282.

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