Tricia Lepofsky
KFA Private Wealth Group · Tyson, Virginia
Tricia Lepofsky is a fee-only financial advisor at KFA Private Wealth Group in Tyson, Virginia. Tricia 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 |
| SEC registration | Investment adviser representative in VA · CRD 6679075 |
| Exams passed | Series 65 (2020) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.kfapwg.com |
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Questions about Tricia
Is Tricia Lepofsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tricia 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 Tricia charge for financial advice?
Tricia's firm, KFA Private Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tricia Lepofsky based?
Tricia Lepofsky is based in Tyson, Virginia.
What does Tricia specialize in?
Tricia's specialties include equity compensation, tax planning, retirement planning, estate & legacy planning and small business owners. Tricia works with high earners and tech employees.
Is Tricia Lepofsky registered with the SEC?
Yes. Tricia Lepofsky is registered as an investment adviser representative in VA (CRD 6679075), 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 Tricia Lepofsky?
Through Tricia'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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