# Nicholas Hoffman

> Nicholas Hoffman is a fee-only financial advisor at Nicholas Hoffman & Company in Atlanta, Georgia. Nicholas 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/nicholas-hoffman/
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:** 1513288 (https://adviserinfo.sec.gov/individual/summary/1513288)
- **SEC registration:** Investment adviser representative in GA, LA, TX
- **Exams passed:** Series 63 (1986), Series 65 (1992)
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** http://www.nhoffmanandco.com

## Frequently asked questions

### Is Nicholas Hoffman a fee-only financial advisor?

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

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

### Where is Nicholas Hoffman based?

Nicholas Hoffman is based in Atlanta, Georgia.

### What does Nicholas specialize in?

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

### Is Nicholas Hoffman registered with the SEC?

Yes. Nicholas Hoffman is registered as an investment adviser representative in GA, LA and TX (CRD 1513288), 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 Nicholas Hoffman?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1513288): 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.