# Russell Wood

> Russell Wood is a fee-only financial advisor at Nicholas Hoffman & Company in Atlanta, Georgia, who holds the CFP credential. Russell 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/russell-wood/
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
- **Credentials:** CFP
- **Specialties:** Family wealth transfer, Estate & legacy planning, Tax planning, Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 5024082 (https://adviserinfo.sec.gov/individual/summary/5024082)
- **SEC registration:** Investment adviser representative in GA
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** http://www.nhoffmanandco.com

## Frequently asked questions

### Is Russell Wood a fee-only financial advisor?

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

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

### Where is Russell Wood based?

Russell Wood is based in Atlanta, Georgia.

### What does Russell specialize in?

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

### What credentials does Russell Wood hold?

Russell Wood holds the CFP credential.

### Is Russell Wood registered with the SEC?

Yes. Russell Wood is registered as an investment adviser representative in GA (CRD 5024082), 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 Russell Wood?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5024082): 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.