Advisor at Values Added Financial
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.
Firm
Values Added Financial
Location
Washington, DC
Credentials
Series 65
Industry experience
2 years
Acie Clayborne is a financial advisor at Values Added Financial with a Series 65 credential and two years of industry experience. Prior to joining Values Added Financial, Clayborne worked at rebel Financial and held roles at Ohio University and Enterprise Holdings. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm’s client-centered investment approach emphasizes customized asset allocation and diversification, combining ongoing portfolio supervision with flexible service offerings including project-based engagements and educational presentations.
Based on Values Added Financial
Based on Values Added Financial
Project-based financial planning: $0 - $20,000 per engagement; Single-Session Offerings: $0 - $3,000 per engagement; Business consulting: $1,000 - $5,000 per quarter.
$0 - $3,000,000: 1.00% annually $3,000,001 - $6,000,000: 0.75% annually $6,000,001+: 0.50% annually
$0 - $900 per hour for specific project requests.
Fee-only: Fee-only financial planning and investment advisory services; no commissions received.
Washington, DC
District of Columbia · Ohio
Values Added Financial, LLC
2025 - Present (1 year)
Ohio University
2023 - 2025 (2 years)
rebel Financial
2019 - 2023 (4 years)
ENTERPRISE HOLDINGS
2016 - 2019 (3 years)
UnEMPLOYED
2016 - 2016 (1 year)
AmeriCorps
2015 - 2016 (1 year)
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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