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Advisor

Rather & Kittrell Capital Management

Your life is a series of transitions, Together we can design a plan that will guide you to a successful financial future.

Rather & Kittrell Capital Management · Knoxville, Tennessee

Fee-only verified Fiduciary SEC-registered CFACFP
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About

Rather & Kittrell Capital Management is a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for individuals, families, and businesses, helping them make smart decisions with their money.

As a fiduciary, we’re committed to putting your interests above all else. RK offers wealth management, including investment management, estate planning, tax mitigation, asset protection, and charitable giving. Our estate planning advice is given in collaboration with your estate planning attorney. Our tax planning considers your long-term needs in conjunction with your accounting firm or a firm with which we have a close relationship. We coordinate an insurance plan in conjunction with insurance agents, so that you get only what you need, for less. As a completely independent firm, our promise is to make sure all our efforts are focused on your goals.

What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.

Who they serve

  • High earners
  • Ultra high net worth
  • Executives
  • Founders
  • Pre-retirees
  • Retirees
  • Multi-generational families

Services

  • 401(k) & IRA Management
  • Asset Allocation
  • Cash Flow Planning
  • College/Education Planning
  • Education Planning
  • Exit Planning
  • Family Wealth Transfer
  • Financial Planning
  • Insurance Planning
  • Investment Management
  • Liquidity & Exit Planning
  • Philanthropic Planning
  • Portfolio Rebalancing
  • Retirement Planning
  • Social Security Planning
  • Tax Strategy
  • Wealth Management
  • Business Succession Planning
  • Charitable Giving
  • Executive Compensation
  • Financial Advice & Coaching
  • Insurance/Risk Management
  • Life Transition Planning
  • Pension Planning

Structured record

NameRather & Kittrell Capital Management
FirmRather & Kittrell Capital Management
Location Knoxville, Tennessee
Fee modelPercentage of Assets (AUM)
AUM$1B - $5B
Founded2000
Firm size21 - 50 employees
AffiliationIndependent RIA
CredentialsCFA · CFP
Investment approachBlend of both
Websitehttps://rkcapital.com/
LinkedInhttps://www.linkedin.com/company/rather-&-kittrell

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Specialties

  • Small business owners
  • Retirement planning
  • Family wealth transfer
  • Pension planning