John Phillips
Red Door Wealth Management · Memphis, Tennessee
John Phillips is a fee-only financial advisor at Red Door Wealth Management in Memphis, Tennessee, who holds the CFP and CFA credentials. John focuses on retirement planning, estate & legacy planning and tax planning. Red Door Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Red Door Wealth Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $3.09B across 4,471 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TN, TX · CRD 5642536 |
| Exams passed | Series 65 (2009) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.reddoorwealth.com |
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Questions about John
Is John Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Red Door Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Red Door Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is John Phillips based?
John Phillips is based in Memphis, Tennessee.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit) and family wealth transfer. John works with founders.
What credentials does John Phillips hold?
John Phillips holds the CFP and CFA credentials.
Is John Phillips registered with the SEC?
Yes. John Phillips is registered as an investment adviser representative in TN and TX (CRD 5642536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Red Door Wealth Management manage?
Red Door Wealth Management reports $3.09B across 4,471 accounts in assets under management.
How do I contact John Phillips?
Through John's website, www.reddoorwealth.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
- Red Door Wealth Management 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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