Miller Hoffman
TradeWinds · Raleigh, North Carolina
Miller Hoffman is a fee-only financial advisor at TradeWinds in Raleigh, North Carolina, who holds the CFP credential. Miller focuses on retirement planning, tax planning and estate & legacy planning. TradeWinds reports charging a percentage of assets and fixed fees on its Form ADV.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6810819 |
| Exams passed | Series 66 (2019) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.tradewinds.global |
How Miller's firm compares
- TradeWinds's average account is about $394,000, from its Form ADV (assets managed divided by 1,672 accounts).
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Questions about Miller
Is Miller Hoffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Miller 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 Miller charge for financial advice?
Miller's firm, TradeWinds, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Miller charge?
According to TradeWinds's website, checked October 30, 2026: no asset minimum.
Does Miller work with clients virtually?
Yes. TradeWinds says on its website that it works with clients remotely.
Where is Miller Hoffman based?
Miller Hoffman is based in Raleigh, North Carolina.
What does Miller specialize in?
Miller's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Miller Hoffman hold?
Miller Hoffman holds the CFP credential.
Is Miller Hoffman registered with the SEC?
Yes. Miller Hoffman is registered as an investment adviser representative in NC (CRD 6810819), 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 Miller Hoffman?
Through Miller'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.
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