# Jonathan Stambaugh

> Jonathan Stambaugh is a fee-only financial advisor at Red Door Wealth Management in Memphis, Tennessee. Jonathan 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.

Page: https://find.wellspent.co/advisors/jonathan-stambaugh/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $3.09B across 4,471 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Founders (pre-exit), Family wealth transfer
- **Works with:** Founders
- **CRD:** 5843615 (https://adviserinfo.sec.gov/individual/summary/5843615)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 63 (2011), Series 66 (2012)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.reddoorwealth.com

## Frequently asked questions

### Is Jonathan Stambaugh a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?

Jonathan'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 Jonathan Stambaugh based?

Jonathan Stambaugh is based in Memphis, Tennessee.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit) and family wealth transfer. Jonathan works with founders.

### Is Jonathan Stambaugh registered with the SEC?

Yes. Jonathan Stambaugh is registered as an investment adviser representative in TN (CRD 5843615), 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 Jonathan Stambaugh?

Through Jonathan's website, www.reddoorwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5843615): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://reddoorwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.