# Samuel Miesmer

> Samuel Miesmer is a fee-only financial advisor at Trillium Square Advisors in Raleigh, North Carolina. Trillium Square Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Trillium Square Advisors
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $51.8M across 61 accounts
- **CRD:** 7671916 (https://adviserinfo.sec.gov/individual/summary/7671916)
- **SEC registration:** Investment adviser representative in CA, NC, TX
- **Exams passed:** Series 63 (2023), Series 65 (2026)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.alignable.com/rolesville-nc/trillium-square-advisors-llc

## Frequently asked questions

### Is Samuel Miesmer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Trillium Square Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel's firm, Trillium Square Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Samuel Miesmer based?

Samuel Miesmer is based in Raleigh, North Carolina.

### Is Samuel Miesmer registered with the SEC?

Yes. Samuel Miesmer is registered as an investment adviser representative in CA, NC and TX (CRD 7671916), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trillium Square Advisors manage?

Trillium Square Advisors reports $51.8M across 61 accounts in assets under management.

### How do I contact Samuel Miesmer?

Through Samuel's website, www.alignable.com/rolesville-nc/trillium-square-advisors-llc.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7671916): 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

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