Values First Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Values First Advisors, Inc. is an independent, SEC‑registered advisory firm that provides portfolio management and financial planning to individuals, trusts, estates, retirement plans and charitable organizations. The firm’s team of seven advisors manages roughly $215 million for about 967 clients and also offers donor‑advised fund management and retirement‑plan advisory and fiduciary services.
The firm seeks to implement a Biblically Responsible Investing (BRI) overlay and generally pursues long‑term, fundamentally driven equity and fixed‑income strategies using individual securities, mutual funds and ETFs. Strategies are implemented either directly or through model portfolios and third‑party sub‑advisers, and delivered via custodial programs (GSCS and Schwab) on both discretionary and non‑discretionary bases, with financial planning supported by tools such as RightCapital.
Values First discloses paid third‑party endorsements and advertising relationships — including participation in the SmartVestor referral program — and advertises third‑party ratings as part of its marketing and referral channels. The firm also emphasizes faith‑aligned sub‑adviser partnerships (for example, Eventide and American Values), internally managed model sleeves, and a team composition with multiple CFP and Certified Kingdom Advisor designees, which together underscore its specific focus on faith‑based screening and credentialed advice relative to many peers.
Client services
Demographic focus
Fee options
Less than $500,000 - $999,999: 1.50% $500,000 - $999,999: 1.25% $0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001+: 0.30% Less Than $500,000 (GSCS custodial accounts) - $499,999: 1.25% $500,001 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.70% $5,000,000 - $14,999,999: 0.55% $15,000,000 or More+: 0.40%
Certain personnel licensed to sell insurance; commissions from insurance sales. No dual fees on same assets.
Hourly consulting/planning fees: $60 (admin), $300 (standard advisor), $400 (principal advisors) per hour.
Retainer fee of $150 per calendar year for non-discretionary, non-supervisory advice and consultations.
Account minimum: $500,000 Minimum fee: Minimum Allocation Fee of $100 per month ($1,200 annually) Fee-only: Financial Planning fees based on hourly rates: $60 (admin), $300 (standard advisor), $400 (principal advisors). Retainer fee option of $150 per calendar year for non-discretionary advice.
Main office
See office801 Sunset Drive, Suite C100
Johnson City TN 37604
Advisors at this office
5
Offices (3)
Most active in
Alabama · Arkansas · Florida · Georgia · Illinois · Iowa · Kansas · Kentucky · Louisiana · Michigan · Mississippi · Missouri · New Hampshire · New Mexico · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Values First Advisors, Inc. · Valves First Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Benjamin N
CFP®, Series 65
Johnson City, TN
Values First Advisors, Inc.
Benjamin Nunn is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Values First Advisors, Inc. since 2014. In addition to his advisory role, he is licensed to sell insurance and may receive commissions on insurance product sales. Values First Advisors, Inc. is an independent SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs Biblically Responsible Investing principles and uses long-term equity and fixed-income strategies, managing approximately $215 million for nearly 1,000 clients through a team of seven advisors.
Roy N
Series 63, Series 65
Johnson City, TN
Values First Advisors, Inc.
Roy Nunn is a financial advisor with Values First Advisors, Inc. in Johnson City, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Values First Advisors since 2009. Outside of his advisory role, he is licensed to sell insurance and may receive commissions from insurance product sales. Values First Advisors is an independent, SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $215 million with a team of seven advisors, employing a Biblically Responsible Investing overlay and focusing on long-term equity and fixed-income strategies through both direct and model portfolio approaches.
Clifford T
CFP®, Series 65
Johnson City, TN
Values First Advisors, Inc.
Clifford Taylor is a CFP® professional with five years of industry experience, currently serving as an advisor at Values First Advisors, Inc. since 2021. His prior roles include positions at Barracks Financial Group and Liberty University, as well as five years with A1 Air Duct Cleaning. Values First Advisors, Inc. is an independent, SEC-registered firm providing portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a Biblically Responsible Investing overlay and pursues long-term, fundamentally driven equity and fixed-income strategies through various investment vehicles and custodial platforms.
Michael M
Series 65
Greenville, IL
Values First Advisors, Inc.
Michael Mitchell is a financial advisor at Values First Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked in product management for Eurofins Pharma Discovery Services since 2016, focusing on pharmaceutical drug safety and efficacy. Values First Advisors, Inc. is an independent SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $215 million across seven advisors, applying Biblically Responsible Investing principles through long-term equity and fixed-income strategies with a range of investment vehicles and fiduciary services.
Connie P
Series 63, Series 65
De Soto, KS
Values First Advisors, Inc.
Connie Pearson is a financial advisor with Values First Advisors, Inc. in De Soto, KS, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Values First Advisors since 2010. Values First Advisors, Inc. is an independent, SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing overlays with long-term, fundamentally driven equity and fixed-income strategies, managing approximately $215 million for nearly 1,000 clients through a team of seven advisors.
Kenneth B
Series 65
Johnson City, TN
Values First Advisors, Inc.
Kenneth Brewer is a Series 65-licensed financial advisor with Values First Advisors, Inc., where he has worked for 17 years. He has additional experience as an assistant professor of psychology at Tusculum College since 2012 and is involved with Horse Creek Church of God. Values First Advisors is an independent, SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm applies a Biblically Responsible Investing overlay and employs long-term, fundamentally driven equity and fixed-income strategies using individual securities, mutual funds, and ETFs.
Larry E
CFP®, Series 65
Johnson City, TN
Values First Advisors, Inc.
Larry Ellis is a CFP® and holds a Series 65 designation with 19 years of industry experience. He has been with Values First Advisors, Inc. since 2009. Values First Advisors, Inc. is an independent, SEC-registered advisory firm that serves individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a Biblically Responsible Investing overlay and pursues long-term, fundamentally driven equity and fixed-income strategies through individual securities, mutual funds, and ETFs.
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