Lisa Schaefer
KFA Private Wealth Group · Chevy Chase, Maryland
Lisa Schaefer is a fee-only financial advisor at KFA Private Wealth Group in Chevy Chase, Maryland. Lisa 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 | Chevy Chase, Maryland |
| 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 |
| SEC registration | Investment adviser representative in MD · CRD 7787355 |
| Exams passed | Series 65 (2022) · Series 66 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.kfapwg.com |
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Questions about Lisa
Is Lisa Schaefer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa's firm, KFA Private Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Schaefer based?
Lisa Schaefer is based in Chevy Chase, Maryland.
What does Lisa specialize in?
Lisa's specialties include equity compensation, tax planning, retirement planning, estate & legacy planning and small business owners. Lisa works with high earners and tech employees.
Is Lisa Schaefer registered with the SEC?
Yes. Lisa Schaefer is registered as an investment adviser representative in MD (CRD 7787355), 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 Lisa Schaefer?
Through Lisa'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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