# Jason Epps

> Jason Epps is a fee-only financial advisor at KFA Private Wealth Group in Tyson, Virginia, who holds the CFP credential. Jason 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/jason-epps/
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:** 4949698 (https://adviserinfo.sec.gov/individual/summary/4949698)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.kfapwg.com

## Frequently asked questions

### Is Jason Epps a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason 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 Jason charge for financial advice?

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

### Where is Jason Epps based?

Jason Epps is based in Tyson, Virginia.

### What does Jason specialize in?

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

### What credentials does Jason Epps hold?

Jason Epps holds the CFP credential.

### Is Jason Epps registered with the SEC?

Yes. Jason Epps is registered as an investment adviser representative in TX and VA (CRD 4949698), 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 Jason Epps?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4949698): 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.