Samuel Needham
Constellation Wealth Advisors · Franklin, Tennessee
Samuel Needham is a fee-only financial advisor at Constellation Wealth Advisors in Franklin, Tennessee. Constellation Wealth Advisors reports charging a percentage of assets, a subscription, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Constellation Wealth Advisors |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees · Performance-based fees |
| Assets under management | $5.40B across 2,095 accounts |
| SEC registration | Investment adviser representative in TN · CRD 6230783 |
| Exams passed | Series 63 (2016) · Series 65 (2023) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.quadrantwealth.com |
How Samuel'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).
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Questions about Samuel
Is Samuel Needham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel'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 Samuel Needham based?
Samuel Needham is based in Franklin, Tennessee.
Is Samuel Needham registered with the SEC?
Yes. Samuel Needham is registered as an investment adviser representative in TN (CRD 6230783), 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 Samuel Needham?
Through Samuel'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.
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