Red Tortoise Llc
Red Tortoise LLC is an Atlanta-based, fee-only registered investment advisor founded in 2015 that provides financial planning, investment management, and tax-focused advisory services to high-net-worth individuals, operating at boutique scale (1-10 employees).
- Company typePrivate
- Founded2015
- HeadquartersAtlanta, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Red Tortoise Llc does
Red Tortoise LLC is a privately held, fee-only financial advisory firm headquartered in Atlanta, founded in 2015. According to the firmographic profile, the firm provides financial planning, investment management, and tax-focused advisory services to high-net-worth individuals, operating under a fiduciary, fee-only compensation structure rather than a commission-based model. The firm operates at boutique scale with a stated headcount of 1-10 employees, consistent with a solo or small-team Registered Investment Advisor serving a focused HNW client base.
The business model centres on retainer/fees-paid directly by clients for ongoing financial planning, discretionary or non-discretionary investment management, and tax-aware advisory — a service mix that targets individuals whose planning needs span wealth structuring, portfolio construction, and tax optimisation. No pricing schedules, client logos, AUM figures, or contracted revenue bands were available in the aggregated source data, and the firm's publicly accessible website surfaced only a verification/loading page with no substantive product, pricing, or marketing content. There is no public evidence of proprietary technology, platform integrations, mobile applications, or AI-driven tooling; the practice is therefore best characterised as a relationship-led advisory book rather than a technology-enabled wealth platform.
Given the limited firmographic detail and the absence of management team disclosures, funding history, M&A activity, partnerships, or regulatory actions in the source data, the firm's operating posture, growth cadence, and client concentration cannot be precisely quantified from this dataset alone. Any investor assessment should treat reported scale (1-10 employees, Atlanta-based, 2015 vintage) as the only verified operating parameters and supplement with direct firm outreach for AUM, client count, and revenue detail.
Red Tortoise Llc firmographics
Firmographics- Name
- Red Tortoise Llc
- Website
- https://redtortoisellc.com
- Company type
- Private
- Founded year
- 2015
- Headcount range
- 1–10 employees
- Short description
- Red Tortoise LLC is an Atlanta-based, fee-only registered investment advisor founded in 2015 that provides financial planning, investment management, and tax-focused advisory services to high-net-worth individuals, operating at boutique scale (1-10 employees).
- Ownership category
- akta.pro rank
Red Tortoise Llc industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Tax-Focused Wealth Management RIAs (FSAAACAD)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Private Client/High-Net-Worth Advisory (FSAEAAAN), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Red Tortoise Llc is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Markets served
Red Tortoise Llc business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Red Tortoise Llc product offering
Product offeringCore offering
Red Tortoise LLC provides fee-only financial planning, investment management, and tax-focused advisory services for high-net-worth individuals. The firm delivers personalized wealth management solutions that integrate tax planning with broader financial and investment strategy. It operates as a small, privately held boutique advisory practice based in Atlanta.
Differentiator
Problem solved
Functional benefit
Products and services
- Fee-Only Financial Planning
Companies that use Red Tortoise Llc
Customer profileIdeal customer profiles1 record
Red Tortoise Llc technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Red Tortoise Llc partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights1 record
Red Tortoise Llc competitors and assessment
Company assessmentDirect peers
- Savant Wealth Management: Fee-only RIA serving HNW individuals and families with financial planning, investment management, and tax advisory — closely comparable in services and client profile.
- Ronald Blue Trust: Fee-only RIA providing integrated financial planning, investment management, and tax services for HNW clients — a direct competitor in the tax-focused HNW advisory niche.
- Carson Wealth: National fee-based RIA offering financial planning, investment management, and tax-focused advisory services to HNW individuals, with a comparable advisor-friendly model and broad service lineup.
- Beacon Pointe Advisors: Fee-based RIA offering comprehensive wealth planning, investment advisory, and tax-related services to HNW clients and families, comparable in scope and client focus.
- Halbert Hargrove: Fee-only RIA providing financial planning, investment management, and tax advisory services to HNW individuals — a closely comparable boutique peer.
Broad incumbents
- Mercer Advisors: Large national RIA offering comprehensive wealth management including tax planning and investment management for HNW clients; broader scale and geographic reach than Red Tortoise.
- Edelman Financial Engines: Large hybrid RIA providing financial planning and investment advisory to HNW households; a broader incumbent with overlapping service offerings.
- Mariner Wealth Advisors: National RIA offering comprehensive financial planning, investment, and tax advisory to HNW individuals and families — a larger, broader incumbant in the same space.
- Creative Planning: Large fee-only RIA providing wealth management, tax planning, and estate services to HNW clients; a comparable but significantly larger established player.
Emerging players
- Facet Wealth: Tech-enabled fee-only RIA providing financial planning and investment advice to HNW clients, overlapping with Red Tortoise's target segment but with a digital-first delivery model.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Red Tortoise Llc social profiles
Digital presenceRed Tortoise Llc financial estimates
Financial estimateRevenue estimate
Valuation estimate
Red Tortoise Llc leadership team
Management profileNumber of profiles
Red Tortoise Llc funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Red Tortoise Llc 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 Tortoise Llc
What does Red Tortoise Llc do?
Red Tortoise LLC provides fee-only financial planning, investment management, and tax-focused advisory services for high-net-worth individuals. The firm delivers personalized wealth management solutions that integrate tax planning with broader financial and investment strategy. It operates as a small, privately held boutique advisory practice based in Atlanta.
When was Red Tortoise Llc founded?
Red Tortoise Llc was founded in 2015. It employs 1 to 10 people.
Where is Red Tortoise Llc based?
Red Tortoise Llc is headquartered in Atlanta, United States, in the North America region.
Who are Red Tortoise Llc's main competitors?
Direct peers on record are Savant Wealth Management, Ronald Blue Trust, Carson Wealth, Beacon Pointe Advisors and Halbert Hargrove. Broad incumbents are Mercer Advisors, Edelman Financial Engines, Mariner Wealth Advisors and Creative Planning. Facet Wealth is listed as an emerging player.
Does Red Tortoise Llc have an API?
No public API is recorded for Red Tortoise Llc.
What industry is Red Tortoise Llc in?
Red Tortoise Llc's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAD, Tax-Focused Wealth Management RIAs, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.