# Cole Kliphouse

> Cole Kliphouse is a fee-only financial advisor at Nicholas Hoffman & Company in Atlanta, Georgia. Cole 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.

Page: https://find.wellspent.co/advisors/cole-kliphouse/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $8.26B across 2,233 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning, Tax planning, Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 8145588 (https://adviserinfo.sec.gov/individual/summary/8145588)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** http://www.nhoffmanandco.com

## Frequently asked questions

### Is Cole Kliphouse a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cole 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 Cole charge for financial advice?

Cole's firm, Nicholas Hoffman & Company, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Cole Kliphouse based?

Cole Kliphouse is based in Atlanta, Georgia.

### What does Cole specialize in?

Cole's specialties include family wealth transfer, estate & legacy planning, tax planning and retirement planning. Cole works with multi-generational families.

### Is Cole Kliphouse registered with the SEC?

Yes. Cole Kliphouse is registered as an investment adviser representative in GA (CRD 8145588), 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 Cole Kliphouse?

Through Cole's website, www.nhoffmanandco.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8145588): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://nhoffmanandco.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.