Cole Kliphouse
Nicholas Hoffman & Company · Atlanta, Georgia
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.
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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 8145588 |
| Exams passed | Series 65 (2024) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.nhoffmanandco.com |
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Questions about Cole
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.
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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