William Allen
Red Door Wealth Management · Memphis, Tennessee
William Allen is a fee-only financial advisor at Red Door Wealth Management in Memphis, Tennessee, who holds the CFP credential. William 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 |
| SEC registration | Investment adviser representative in TN, TX · CRD 6236635 |
| Exams passed | Series 66 (2013) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.reddoorwealth.com |
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Questions about William
Is William Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William'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 William Allen based?
William Allen is based in Memphis, Tennessee.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit) and family wealth transfer. William works with founders.
What credentials does William Allen hold?
William Allen holds the CFP credential.
Is William Allen registered with the SEC?
Yes. William Allen is registered as an investment adviser representative in TN and TX (CRD 6236635), 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 William Allen?
Through William'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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