Martin Boney
TradeWinds · Raleigh, North Carolina
Martin Boney is a fee-only financial advisor at TradeWinds in Raleigh, North Carolina. Martin focuses on retirement planning, tax planning and estate & legacy planning. TradeWinds reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Martin →
Specialties
Facts
| Firm | TradeWinds |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $659.4M across 1,672 accounts |
| SEC registration | Investment adviser representative in NC · CRD 2214276 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.tradewinds.global |
How Martin's firm compares
- TradeWinds's average account is about $394,000, from its Form ADV (assets managed divided by 1,672 accounts).
Request an introduction to Martin
Tell Martin a little about what you're looking for. Martin 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 Martin
Is Martin Boney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and TradeWinds reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martin charge for financial advice?
Martin's firm, TradeWinds, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Martin charge?
According to TradeWinds's website, checked October 30, 2026: no asset minimum.
Does Martin work with clients virtually?
Yes. TradeWinds says on its website that it works with clients remotely.
Where is Martin Boney based?
Martin Boney is based in Raleigh, North Carolina.
What does Martin specialize in?
Martin's specialties include retirement planning, tax planning and estate & legacy planning.
Is Martin Boney registered with the SEC?
Yes. Martin Boney is registered as an investment adviser representative in NC (CRD 2214276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TradeWinds manage?
TradeWinds reports $659.4M across 1,672 accounts in assets under management.
How do I contact Martin Boney?
Through Martin's website, www.tradewinds.global.
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
- TradeWinds website : specialties, clients served, and fees, checked October 30, 2026
- 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.