Kyle Boni
Shade Tree Advisors · Saratoga Springs, New York
Kyle Boni is a fee-only financial advisor at Shade Tree Advisors in Saratoga Springs, New York. Shade Tree Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Kyle →
Facts
| Firm | Shade Tree Advisors |
|---|---|
| Based in | Saratoga Springs, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $1.45B across 152 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 6110530 |
| Exams passed | Series 66 (2013) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.shadetreeadvisors.com |
How Kyle's firm compares
- Shade Tree Advisors's average account is about $9.6 million, from its Form ADV (assets managed divided by 152 accounts).
Request an introduction to Kyle
Tell Kyle a little about what you're looking for. Kyle 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 Kyle
Is Kyle Boni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Shade Tree Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle's firm, Shade Tree Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Kyle Boni based?
Kyle Boni is based in Saratoga Springs, New York.
Is Kyle Boni registered with the SEC?
Yes. Kyle Boni is registered as an investment adviser representative in NY and TX (CRD 6110530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shade Tree Advisors manage?
Shade Tree Advisors reports $1.45B across 152 accounts in assets under management.
How do I contact Kyle Boni?
Through Kyle's website, www.shadetreeadvisors.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.