Brian Quintana Guzman
Nicholas Hoffman & Company · Atlanta, Georgia
Brian Quintana Guzman is a fee-only financial advisor at Nicholas Hoffman & Company in Atlanta, Georgia. Brian focuses on family wealth transfer, estate & legacy planning and tax planning. Nicholas Hoffman & Company reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Nicholas Hoffman & Company |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $8.26B across 2,233 accounts |
| SEC registration | Investment adviser representative in GA · CRD 8047723 |
| Exams passed | Series 65 (2024) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.nhoffmanandco.com |
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Questions about Brian
Is Brian Quintana Guzman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Nicholas Hoffman & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Nicholas Hoffman & Company, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Brian Quintana Guzman based?
Brian Quintana Guzman is based in Atlanta, Georgia.
What does Brian specialize in?
Brian's specialties include family wealth transfer, estate & legacy planning, tax planning and retirement planning. Brian works with multi-generational families.
Is Brian Quintana Guzman registered with the SEC?
Yes. Brian Quintana Guzman is registered as an investment adviser representative in GA (CRD 8047723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nicholas Hoffman & Company manage?
Nicholas Hoffman & Company reports $8.26B across 2,233 accounts in assets under management.
How do I contact Brian Quintana Guzman?
Through Brian's website, www.nhoffmanandco.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
- Nicholas Hoffman & Company 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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