Timothy Whitney
TradeWinds · Raleigh, North Carolina
Timothy Whitney is a fee-only financial advisor at TradeWinds in Raleigh, North Carolina, who holds the CFP credential. Timothy 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 4560097 |
| Exams passed | Series 63 (2002) · Series 65 (2004) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.tradewinds.global |
How Timothy'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 Timothy
Is Timothy Whitney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?
Timothy's firm, TradeWinds, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Timothy charge?
According to TradeWinds's website, checked October 30, 2026: no asset minimum.
Does Timothy work with clients virtually?
Yes. TradeWinds says on its website that it works with clients remotely.
Where is Timothy Whitney based?
Timothy Whitney is based in Raleigh, North Carolina.
What does Timothy specialize in?
Timothy's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Timothy Whitney hold?
Timothy Whitney holds the CFP credential.
Is Timothy Whitney registered with the SEC?
Yes. Timothy Whitney is registered as an investment adviser representative in NC (CRD 4560097), 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 Timothy Whitney?
Through Timothy'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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