Advisor at Values Added Financial
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David Tenerelli is a CFP® professional with six years of industry experience. He has worked at Values Added Financial, LLC since 2025 and previously spent six years at Strategic Financial Planning, Inc. Before entering financial advising, he worked for nine years with the Frisco Independent School District. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses, providing comprehensive financial planning and discretionary investment management. The firm offers flexible engagement formats including project-based and single-session consultations, with an investment approach centered on customized asset allocation and diversification.
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 · Texas
Values Added Financial, LLC
2025 - Present (1 year)
Strategic Financial Planning, Inc
2019 - 2024 (5 years)
Strategic Financial Planning, Inc
2017 - 2019 (2 years)
Strategic Financial Planning, Inc
2016 - 2017 (1 year)
Frisco Independent School District
2008 - 2017 (9 years)
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