Red Door Wealth Management
- Company typePrivate
- Founded2010
- HeadquartersMemphis, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Red Door Wealth Management firmographics
Firmographics- Name
- Red Door Wealth Management
- Legal name
- Red Door Wealth Management
- Website
- https://reddoorwealth.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Red Door Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Finance and Insurance (52), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Affluent / Mass-Affluent Private Banking (FSABADAC)
Keywords
Where Red Door Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Memphis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Red Door Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Only Wealth Management: The firm operates on a fee-only basis, charging fees for financial planning and asset management services without accepting commissions or transactional fees. This fiduciary structure aligns advisor interests with client interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only advisory services with transparent pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Red Door Wealth Management product offering
Product offeringCore offering
Red Door Wealth Management is a fee-only registered investment advisor that provides comprehensive financial planning, investment management, retirement plan administration, family office services, and M&A strategic advisory to individuals, families, and privately held businesses. Services are delivered through a fiduciary model with no commissions, supported by a partnership with Memphis accounting firm Cannon Wright Blount that integrates tax, accounting, and financial planning under one roof.
Product overview
Red Door Wealth Management is a fee-only registered investment advisor (RIA) offering a comprehensive suite of wealth management services. The core offerings include Personal Advising (comprehensive financial planning and investment management), Retirement Plans ( ERISA-compliant 401k and retirement plan administration), Family Office (outsourced CFO services for clients with $20M+ net worth), and Strategic Advisory (M&A and capital raising services for business owners). The firm complements its advisory services with The Entryway, a quarterly market commentary newsletter providing economic and investment insights to clients. Services are delivered through a fee-only fiduciary model with no commissions or product sales conflicts.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Advising
Companies that use Red Door Wealth Management
Customer profileSegments3 records
Ideal customer profiles3 records
Red Door Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Red Door Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cannon Wright BlountcoreStrategic partnership formed in 2010 between Red Door founders and Memphis-based accounting firm Cannon Wright Blount. The partnership enables integrated financial planning, tax, and accounting services under one roof. Cannon Wright Blount is the fourth-largest privately held accounting firm in Memphis and provides CPA services, QuickBooks support, and accounting expertise to Red Door clients.
Scale indicators3 records
Recent moves8 records
Expansion highlights1 record
Red Door Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: National fee-only RIA providing financial planning and investment management to a broad client base, including business owners. Comparable to Red Door in fiduciary orientation and personal advising, though much larger and more plan-centric.
- Carson Group: Large RIA and advisor platform offering wealth management, business consulting, and tax services to financial advisors and their clients. Comparable to Red Door's fee-only model but operates a partner-advisor platform versus direct delivery.
Direct peers
- Creative Planning: Large fee-only RIA offering comprehensive financial planning, investment management, and tax coordination to HNW and UHNW clients. Comparable to Red Door in fee-only fiduciary model and breadth of services, though materially larger in scale.
- Wescott Financial Advisory Group: Fee-only RIA serving HNW individuals, families, and business owners with investment management, tax, and estate planning. Comparable to Red Door in fee-only fiduciary model and emphasis on integrated planning for business-owner clients.
- Ronald Blue & Co. Fee-only RIA providing financial planning, investment management, and tax services to individuals, families, and business owners. Comparable to Red Door in fee-only fiduciary orientation and integrated personal/business financial planning.
- Plante Moran Financial Advisors: Wealth advisory practice affiliated with a top-20 CPA firm (Plante Moran), offering integrated tax, investment, and planning services to HNW individuals and business owners. Closest analog to Red Door's CPA-RIA co-ownership structure with Cannon Wright Blount.
- Buckingham Strategic Wealth: Fee-only RIA providing evidence-based financial planning and investment management to individuals, families, and institutions. Comparable to Red Door in fiduciary-only model and comprehensive planning focus.
- Moneta Group: Fee-only RIA serving HNW families, business owners, and retirees with investment management, financial planning, and tax services. Comparable to Red Door in client segmentation around business owners and integrated planning capabilities.
- Mariner Wealth Advisors: National fee-only RIA providing wealth advisory, tax, estate, and family office services to HNW/UHNW clients and business owners. Comparable to Red Door in targeting business-owner liquidity events and offering integrated advisory plus investment solutions.
Emerging players
- Facet Wealth: Digital-first RIA offering flat-fee financial planning and investment management to mass-affluent and HNW clients virtually. Comparable to Red Door in fee-only advisory delivery but differentiates via technology-enabled remote service rather than in-person CPA integration.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Red Door Wealth Management social profiles
Digital presenceRed Door Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Red Door Wealth Management leadership team
Management profileNumber of profiles
Profiles22 records
Red Door Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Red Door Wealth Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Red Door Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Red Door Wealth Management
What does Red Door Wealth Management do?
Red Door Wealth Management is a fee-only registered investment advisor that provides comprehensive financial planning, investment management, retirement plan administration, family office services, and M&A strategic advisory to individuals, families, and privately held businesses. Services are delivered through a fiduciary model with no commissions, supported by a partnership with Memphis accounting firm Cannon Wright Blount that integrates tax, accounting, and financial planning under one roof.
Is Red Door Wealth Management a public or private company?
Red Door Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Red Door Wealth Management founded?
Red Door Wealth Management was founded in 2010. It employs 1 to 10 people.
Where is Red Door Wealth Management based?
Red Door Wealth Management is headquartered in Memphis, United States, in the North America region.
How does Red Door Wealth Management make money?
One revenue line is on record: fee-Only Wealth Management.
Who are Red Door Wealth Management's main competitors?
Broad incumbents on record are Edelman Financial Engines and Carson Group. Direct peers are Creative Planning, Wescott Financial Advisory Group, Ronald Blue & Co., Plante Moran Financial Advisors, Buckingham Strategic Wealth, Moneta Group and Mariner Wealth Advisors. Facet Wealth is listed as an emerging player.
Does Red Door Wealth Management have an API?
No public API is recorded for Red Door Wealth Management.
What industry is Red Door Wealth Management in?
Red Door Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSABADAK, Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO), with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 52 and its SIC code is 6282.