# David Tenerelli

> David Tenerelli is a fee-only financial advisor at Values Added in Frisco, Texas, who holds the CFP credential. David focuses on sustainable & impact investing. Values Added reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-tenerelli/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Values Added
- **Based in:** Frisco, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $313.7M across 513 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **Works with:** Founders
- **CRD:** 7203014 (https://adviserinfo.sec.gov/individual/summary/7203014)
- **SEC registration:** Investment adviser representative in DC, TX
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.valuesaddedfinancial.com

## Frequently asked questions

### Is David Tenerelli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?

David's firm, Values Added, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Tenerelli based?

David Tenerelli is based in Frisco, Texas.

### What does David specialize in?

David's specialties include sustainable & impact investing. David works with founders.

### What credentials does David Tenerelli hold?

David Tenerelli holds the CFP credential.

### Is David Tenerelli registered with the SEC?

Yes. David Tenerelli is registered as an investment adviser representative in DC and TX (CRD 7203014), 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 David Tenerelli?

Through David's website, www.valuesaddedfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7203014): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://valuesaddedfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.