Daniel Weinstein is a CFP-designated registered investment advisor at Kfa Private Wealth Group, LLC, based in Tyson, VA, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 796 clients with $680M 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 through wrap fee programs. Details about the fees for these programs can be found in the separate Wrap Fee Program Brochure.
Location
8350 Broad St., Suite 220, Tyson, VA, 22102-5151
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kfa Private Wealth Group, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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