Zachary Teutsch
Advisor at Values Added Financial — Washington, DC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
9 years
Location
Washington, DC
Values Added Financial
Team
Total advisors
8Clients per advisor
14 Very LowAvg AUM per client
$2,766,291 Very HighHNW client ratio
66% Very HighZachary Teutsch is a financial advisor with Values Added Financial in Washington, DC, holding a Series 65 designation and eight years of industry experience. Prior to joining Values Added Financial in 2017, he worked at the Consumer Financial Protection Bureau from 2015 to 2017. He occasionally writes and teaches financial education and serves on the CNBC Advisor Council. Additionally, he is a senior advisor and finance chair for the Janeese for DC Mayor campaign. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small- to mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm’s client-centered investment process emphasizes customized asset allocation and diversification using mutual funds, ETFs, and fixed income, supported by ongoing supervision and flexible engagement options.
Based on Values Added Financial
Based on Values Added Financial
Project-based financial planning: $0 - $20,000 per engagement; Single-Session Offerings: $0 - $3,000 per engagement; Business consulting: $1,000 - $5,000 per quarter.
$0 - $3,000,000: 1.00% annually $3,000,001 - $6,000,000: 0.75% annually $6,000,001+: 0.50% annually
$0 - $900 per hour for specific project requests.
Fee-only: Fee-only financial planning and investment advisory services; no commissions received.
Washington, DC
Washington DC
Advisors at this office
8
District of Columbia
9 years of industry experience
Values Added Financial
2017 - Present • 9 years
Washington, DC
Consumer Financial Protection Bureau
2015 - 2017 • 2 years
Washington, DC
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