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
CFP®, Series 65
Industry experience
6 years
Bridget Patel is a CFP® with six years of industry experience and has been with Values Added Financial since 2019. Prior to joining the firm, she worked for nine years at the Federal Reserve Board of Governors. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses, offering comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification aligned with client risk tolerance and goals, combining ongoing portfolio supervision with flexible service formats including project-based engagements and educational seminars.
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
Values Added Financial
2019 - Present (7 years)
The Federal Reserve Board of Governors
2010 - 2019 (9 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Real estate agent
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Other specialized services
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