Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$313,672,262
Total clients
112
66% high-net worth
Total advisors
7
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
16
Average account size
$2,800,645
Values Added Financial is a fee-only, SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and small‑ to mid‑sized businesses. Its offerings include comprehensive financial planning and discretionary portfolio management, business consulting, project‑based planning, single‑session reviews, and educational presentations or workshops.
The firm’s approach centers on tailored investment policies driven by asset allocation and diversification, periodic rebalancing, and ongoing monitoring; recommended vehicles commonly include no‑load mutual funds, ETFs, individual bonds and stocks, and options as hedges when appropriate. Values Added Financial selectively integrates ESG factors into due diligence, may use third‑party sub‑advisers or TAMPs, and structures initial engagements as an “Initial Year” focused on several key planning topics with less frequent renewal‑year reviews thereafter.
Noteworthy distinctions include a principal who operates a separate law practice providing estate, tax, and employment law services and who, in limited circumstances for New York and D.C. clients, may draft estate documents as part of a planning engagement (clients are not required to use those legal services). The firm also conducts community‑oriented educational seminars and workshops—some free and others fee‑based (typically up to $1,000)—and explicitly offers short‑term, single‑session and project‑based planning options for clients seeking limited engagements.
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.
Values Added Financial
Washington DC, United States
Number of offices
1
California · District of Columbia · Georgia · Louisiana · Maryland · Massachusetts · New Hampshire · New York · Ohio · Pennsylvania · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 65
Washington, DC
Values Added Financial
CFP®, Series 65
Washington, DC
Values Added Financial
CFP®
Washington, DC
Values Added Financial
CFP®, Series 65
Washington, DC
Values Added Financial
CFP®
Washington, DC
Values Added Financial
CFP®, Series 65
Washington, DC
Values Added Financial
Series 65
Washington, DC
Values Added Financial
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