Rachel Lewis
Values Added · Mechanicsburg, Pennsylvania
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Values Added |
|---|---|
| Based in | Mechanicsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $313.7M across 513 accounts |
| SEC registration | Investment adviser representative in DC, PA · CRD 8237120 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.valuesaddedfinancial.com |
How Rachel'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 Rachel
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.
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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