# Theadora Westlake-Stearns

> Theadora Westlake-Stearns is a fee-only financial advisor at Values Added in Washington, District of Columbia, who holds the CFP credential. Theadora 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/theadora-westlake-stearns/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $313.7M across 513 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **Works with:** Founders
- **CRD:** 7169462 (https://adviserinfo.sec.gov/individual/summary/7169462)
- **SEC registration:** Investment adviser representative in DC, MD
- **Exams passed:** Series 65 (2020)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.valuesaddedfinancial.com

## Frequently asked questions

### Is Theadora Westlake-Stearns a fee-only financial advisor?

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

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

### Where is Theadora Westlake-Stearns based?

Theadora Westlake-Stearns is based in Washington, District of Columbia.

### What does Theadora specialize in?

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

### What credentials does Theadora Westlake-Stearns hold?

Theadora Westlake-Stearns holds the CFP credential.

### Is Theadora Westlake-Stearns registered with the SEC?

Yes. Theadora Westlake-Stearns is registered as an investment adviser representative in DC and MD (CRD 7169462), 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 Theadora Westlake-Stearns?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7169462): 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.