Advisor at Values Added Financial
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Firm
Values Added Financial
Location
Washington, DC
Credentials
CFP®, Series 65
Industry experience
5 years
Theadora Westlake Stearns is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Values Added Financial, where she has worked since 2025. Prior to this, she was with Northwest Asset Management and Purshe Kaplan Sterling Investments. Outside of advising, she has experience working at Cowen Park Grocery and McDaniel College. 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 emphasizes customized asset allocation and diversification aligned with client goals and offers flexible engagement formats including project-based and single-session consultations.
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 · Maryland
Values Added Financial, LLC
2025 - Present (1 year)
Northwest Asset Management
2019 - 2025 (6 years)
Purshe Kaplan Sterling Investments (PKS)
2019 - 2025 (6 years)
Northwest Asset Management
2019 - 2019 (1 year)
Cowen Park Grocery
2016 - 2018 (2 years)
McDaniel College
2015 - 2019 (4 years)
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Broker-dealer / trader
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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.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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