John Fennig
John Fennig is a CFP-designated registered investment advisor at Kfa Private Wealth Group, LLC, based in Tyson, VA, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 823 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KFA Private Wealth Group offers investment management and wealth management services through wrapped accounts. KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
Location
8350 Broad St., Suite 220, Tyson, VA, 22102-5151
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2007Other Business ActivitiesSells Insurance
John is a part owner of FC Global LLC, managing a real estate lease and collecting rent, dedicating minimal time. He also prepares taxes for KFA, is an insurance agent with Agency One, and owns rental property in Falls Church, spending minimal time on these activities.
Employment History
Current Registrations
Kfa Private Wealth Group, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Spire Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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