Advisor move
Mark Hoffman
Lanier Asset Management → OnePoint BFG Wealth Partners
What changed
Joined OnePoint BFG's Atlanta office from Lanier Asset Management; had $150 million in AUM as of June 30.
- Reported / discovered
- Oct 1, 2026
- Effective
- Not reported
- New role
- Adviser
- Previous role
- Not reported
- Market
- Atlanta, GA
- Reported book
- $150M
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
PLANADVISER ↗Oct 1, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 5, 2026Source evidence reconciled