Firm
Values Added
Washington, District of Columbia
Fee-only
Values Added at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 8 advisors are listed here; 5 of 8 hold the CFP.
- Its Form ADV reports 9 employees and 112 individual clients, 74 of them high net worth.
- Its average account is about $611,000 (assets it manages divided by its 513 accounts).
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | valuesaddedfinancial.com |
| Phone | (202) 599-0915 |
Values Added fees
Values Added doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $314 million |
| Individual clients | 38 |
| High-net-worth clients | 74 |
| Accounts managed | 513 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-122265) |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 288912 |