David Phillip Tenerelli
Investment adviser representative at Values Added Financial
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$313.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Values Added Financial, LLCJan 2025 to now
- Strategic Financial Planning, IncJul 2017 to Dec 2024
- Strategic Financial Planning, IncDec 2016 to Jun 2017
- Frisco Independent School DistrictAug 2008 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (DC, TX).
Values Added Financial
Legal name: Values Added Financial LLC
$313.7MAssets managed
115Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7203014
- Firm CRD
- 288912