Advisor at Values Added Financial
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Firm
Values Added Financial
Location
Washington, DC
Credentials
Series 65
Industry experience
8 years
Zachary Teutsch is a financial advisor with Values Added Financial in Washington, DC, holding a Series 65 designation and eight years of industry experience. Prior to joining Values Added Financial in 2017, he worked at the Consumer Financial Protection Bureau from 2015 to 2017. He occasionally writes and teaches financial education and serves on the CNBC Advisor Council. Additionally, he is a senior advisor and finance chair for the Janeese for DC Mayor campaign. 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 process emphasizes customized asset allocation and diversification using mutual funds, ETFs, and fixed income, supported by ongoing supervision and flexible engagement options.
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
2017 - Present (9 years)
Consumer Financial Protection Bureau
2015 - 2017 (2 years)
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