Daniel Weinstein
KFA Private Wealth Group · Tyson, Virginia
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.
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Specialties
Who they serve
- High earners
- Tech employees
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 |
| Assets under management | $830.0M across 3,279 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6489663 |
| Exams passed | Series 66 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.kfapwg.com |
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- KFA Private Wealth Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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