Russell Wood
Nicholas Hoffman & Company · Atlanta, Georgia
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 5024082 |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.nhoffmanandco.com |
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Questions about Russell
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.
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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