Kfa Private Wealth Group, LLC

Kfa Private Wealth Group, LLC (CRD# 281678) is a financial advisory firm headquartered in Vienna, VA. They manage $189,200,000 in 1,652 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $114,528
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NC, NE, NY, PA, TX, VA, WA

Financial Advisors at Kfa Private Wealth Group, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Jason D. Epps
CRD#: 4949698
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
96
Wealthminder
score

Jason Epps (CRD# 4949698) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 12 years of experience in the finance industry. Jason Epps has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregg S. Konopaske
CRD#: 2424683
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
96
Wealthminder
score

Gregg Konopaske (CRD# 2424683) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 23 years of experience in the finance industry. Gregg Konopaske has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James P. Patterson
CRD#: 5062666
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
96
Wealthminder
score

James Patterson (CRD# 5062666) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 11 years of experience in the finance industry. James Patterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael F. Rettinger
CRD#: 4563472
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
96
Wealthminder
score

Michael Rettinger (CRD# 4563472) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 15 years of experience in the finance industry. Michael Rettinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John R. Langford
CRD#: 5012656
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
93
Wealthminder
score

John Langford (CRD# 5012656) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 11 years of experience in the finance industry.

6
Theron E. Weimer
CRD#: 5196392
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
93
Wealthminder
score

Theron Weimer (CRD# 5196392) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 11 years of experience in the finance industry.

7
Ashley G. Grothaus
CRD#: 6124241
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
88
Wealthminder
score

Ashley Grothaus (CRD# 6124241) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 2 years of experience in the finance industry.

8
John R. Fennig
CRD#: 4534256
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
83
Wealthminder
score

John Fennig (CRD# 4534256) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 15 years of experience in the finance industry.

9
Charles M. Gibbons
CRD#: 4315046
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
81
Wealthminder
score

Charles Gibbons (CRD# 4315046) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 16 years of experience in the finance industry.

10
Kevin J. Deans
CRD#: 5083314
8000 Towers Crescent Drive, Suite 1250, Vienna, VA 22182
63
Wealthminder
score

Kevin Deans (CRD# 5083314) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.