Adam Morton
Constellation Wealth Advisors · Cincinnati, Ohio
Adam Morton is a fee-only financial advisor at Constellation Wealth Advisors in Cincinnati, Ohio, who holds the CFP credential. Constellation Wealth Advisors reports charging a percentage of assets, a subscription, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Adam →
Facts
| Firm | Constellation Wealth Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees · Performance-based fees |
| Assets under management | $5.40B across 2,095 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6355680 |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.quadrantwealth.com |
How Adam's firm compares
- Constellation Wealth Advisors's average account is about $2.6 million, from its Form ADV (assets managed divided by 2,095 accounts).
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
Is Adam Morton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Constellation Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Constellation Wealth Advisors, reports charging a percentage of assets, a subscription, fixed fees and performance-based fees on its SEC Form ADV.
Where is Adam Morton based?
Adam Morton is based in Cincinnati, Ohio.
What credentials does Adam Morton hold?
Adam Morton holds the CFP credential.
Is Adam Morton registered with the SEC?
Yes. Adam Morton is registered as an investment adviser representative in OH (CRD 6355680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Constellation Wealth Advisors manage?
Constellation Wealth Advisors reports $5.40B across 2,095 accounts in assets under management.
How do I contact Adam Morton?
Through Adam's website, www.quadrantwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.