Kfa Private Wealth Group, LLC fees and pricing
Financial planner in Tyson, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Kfa Private Wealth Group, LLC charges $100-$400 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$400/hr
“Flat fees range from $500 to $5,000 and hourly fees range from $100 to $400.”
- Flat or project fee
- $500-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kfa Private Wealth Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the fee will be directly billed to the client and due upon financial plan being delivered or consultation rendered.”
- “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
- “Cash & Cash Equivalents Cash and cash equivalents generally refer to either United States dollars or highly liquid short-term debt instruments such as, but not limited to, treasury bills, bank CD’s and commercial papers.”
How Kfa Private Wealth Group, LLC’s fees compare
- Its hourly rate of $100-$400 spans the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Kfa Private Wealth Group, LLC
- Firm size: 11 employees.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 814
- Employees
- 11
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $829,950,586
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281678
- Phone
- (571) 386-2029
Can advise clients in 20 states: California, Colorado, District of Columbia, Delaware, Florida, Georgia, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Other planners in Virginia that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.