Lisa Schaefer is a registered investment advisor at Kfa Private Wealth Group, LLC, based in Chevy Chase, MD, with 2 years of industry experience. Lisa 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
Chevy Chase, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa works as an independent contractor delivering financial literacy education presentations to government employees. This activity is not investment-related and the time commitment varies.
Employment History
Current Registrations
Kfa Private Wealth Group, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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