# Daniel Weinstein

> Daniel Weinstein is a fee-only financial advisor at KFA Private Wealth Group in Tyson, Virginia, who holds the CFP credential. Daniel focuses on equity compensation, tax planning and retirement planning. KFA Private Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-weinstein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** KFA Private Wealth Group
- **Based in:** Tyson, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $830.0M across 3,279 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** High earners, Tech employees
- **CRD:** 6489663 (https://adviserinfo.sec.gov/individual/summary/6489663)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.kfapwg.com

## Frequently asked questions

### Is Daniel Weinstein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and KFA Private Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, KFA Private Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Weinstein based?

Daniel Weinstein is based in Tyson, Virginia.

### What does Daniel specialize in?

Daniel's specialties include equity compensation, tax planning, retirement planning, estate & legacy planning and small business owners. Daniel works with high earners and tech employees.

### What credentials does Daniel Weinstein hold?

Daniel Weinstein holds the CFP credential.

### Is Daniel Weinstein registered with the SEC?

Yes. Daniel Weinstein is registered as an investment adviser representative in VA (CRD 6489663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does KFA Private Wealth Group manage?

KFA Private Wealth Group reports $830.0M across 3,279 accounts in assets under management.

### How do I contact Daniel Weinstein?

Through Daniel's website, www.kfapwg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6489663): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kfapwg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.