Ariel Weisbard
Values Added · Washington, District of Columbia
Ariel Weisbard is a fee-only financial advisor at Values Added in Washington, District of Columbia, who holds the CFP credential. Ariel focuses on sustainable & impact investing. Values Added reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Values Added |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $313.7M across 513 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MA · CRD 6873030 |
| Exams passed | Series 65 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.valuesaddedfinancial.com |
How Ariel's firm compares
- Values Added's average account is about $611,000, from its Form ADV (assets managed divided by 513 accounts).
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Questions about Ariel
Is Ariel Weisbard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ariel holds no broker registration, and Values Added reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ariel charge for financial advice?
Ariel's firm, Values Added, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ariel Weisbard based?
Ariel Weisbard is based in Washington, District of Columbia.
What does Ariel specialize in?
Ariel's specialties include sustainable & impact investing. Ariel works with founders.
What credentials does Ariel Weisbard hold?
Ariel Weisbard holds the CFP credential.
Is Ariel Weisbard registered with the SEC?
Yes. Ariel Weisbard is registered as an investment adviser representative in DC and MA (CRD 6873030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Values Added manage?
Values Added reports $313.7M across 513 accounts in assets under management.
How do I contact Ariel Weisbard?
Through Ariel's website, www.valuesaddedfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Values Added website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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