Jonathan Stambaugh
Red Door Wealth Management · Memphis, Tennessee
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.
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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 |
| SEC registration | Investment adviser representative in TN · CRD 5843615 |
| Exams passed | Series 63 (2011) · Series 66 (2012) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.reddoorwealth.com |
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Questions about Jonathan
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.
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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