James Patterson
KFA Private Wealth Group · Tyson, Virginia
James Patterson is a fee-only financial advisor at KFA Private Wealth Group in Tyson, Virginia, who holds the CFP credential. James 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 TX, VA · CRD 5062666 |
| Exams passed | Series 66 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.kfapwg.com |
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Questions about James
Is James Patterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, KFA Private Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Patterson based?
James Patterson is based in Tyson, Virginia.
What does James specialize in?
James's specialties include equity compensation, tax planning, retirement planning, estate & legacy planning and small business owners. James works with high earners and tech employees.
What credentials does James Patterson hold?
James Patterson holds the CFP credential.
Is James Patterson registered with the SEC?
Yes. James Patterson is registered as an investment adviser representative in TX and VA (CRD 5062666), 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 James Patterson?
Through James'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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