# Bradley Rice

> Bradley Rice is a fee-only financial advisor at Constellation Wealth Advisors in Cincinnati, Ohio. Constellation Wealth Advisors reports charging a percentage of assets, a subscription, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bradley-rice/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $5.40B across 2,095 accounts
- **CRD:** 6954678 (https://adviserinfo.sec.gov/individual/summary/6954678)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2026), Series 66 (2018)
- **Firm size:** 26 employees
- **Disclosures:** None reported
- **Website:** https://www.quadrantwealth.com

## Frequently asked questions

### Is Bradley Rice a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bradley 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 Bradley charge for financial advice?

Bradley'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 Bradley Rice based?

Bradley Rice is based in Cincinnati, Ohio.

### Is Bradley Rice registered with the SEC?

Yes. Bradley Rice is registered as an investment adviser representative in OH (CRD 6954678), 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 Bradley Rice?

Through Bradley's website, www.quadrantwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6954678): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.