Advisor at KFA Private Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tyson, VA 22102-5151
Credentials
CFP®, Series 66
Industry experience
6 years
Daniel Weinstein is a CFP® with six years of industry experience, currently serving at KFA Private Wealth Group, LLC since 2022. His prior roles include positions at Heritage Investors Management Corporation and Morgan Stanley Private Bank, N.A. He holds a Series 66 designation and began his career following his studies at the University of Michigan. KFA Private Wealth Group advises individuals, trusts, estates, employer retirement plans, and business entities, providing financial planning, retirement plan consulting, and investment management alongside in-house tax preparation and accounting services. The firm employs goal-based strategic asset allocation with a blend of passive and active management, emphasizing manager selection and low-cost share classes.
Based on KFA Private Wealth Group, LLC
Based on KFA Private Wealth Group, LLC
Flat fees range from $500 to $5,000
Hourly fees range from $100 to $400
Fee-only: Flat fees range from $500 to $5,000; hourly fees range from $100 to $400
8350 Broad St., Suite 220
Tyson, VA 22102-5151
Virginia
KFA Private Wealth Group, LLC
2022 - Present (4 years)
Heritage Investors Management Corporation
2019 - 2022 (3 years)
Morgan Stanley Private Bank, N.A.
2016 - 2018 (2 years)
University of Michigan
2012 - 2016 (4 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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