# Rachel Lewis

> Rachel Lewis is a fee-only financial advisor at Values Added in Mechanicsburg, Pennsylvania. Rachel 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/rachel-lewis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Values Added
- **Based in:** Mechanicsburg, Pennsylvania
- **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
- **Specialties:** Sustainable & impact investing
- **Works with:** Founders
- **CRD:** 8237120 (https://adviserinfo.sec.gov/individual/summary/8237120)
- **SEC registration:** Investment adviser representative in DC, PA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.valuesaddedfinancial.com

## Frequently asked questions

### Is Rachel Lewis a fee-only financial advisor?

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

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

### Where is Rachel Lewis based?

Rachel Lewis is based in Mechanicsburg, Pennsylvania.

### What does Rachel specialize in?

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

### Is Rachel Lewis registered with the SEC?

Yes. Rachel Lewis is registered as an investment adviser representative in DC and PA (CRD 8237120), 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 Rachel Lewis?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8237120): 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.