A complete list of active advisors currently associated with Rather & Kittrell, Inc.

Warmer can help you find a great advisor at Rather & Kittrell, Inc. or one who fits your needs even better.

Rather & Kittrell provides wealth management, financial planning, limited consulting, and retirement-plan advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. The firm offers both discretionary and non‑discretionary portfolio management, written financial plans, and ERISA retirement-plan services with options to serve as a 3(21) adviser or a discretionary 3(38) investment manager. The firm’s investment approach emphasizes globally diversified, multi‑asset-class model portfolios built under a Tiered Discipline framework and guided by Modern Portfolio Theory, with eleven model allocations that range from capital preservation to aggressive growth. RKI typically implements portfolios using low‑cost, broadly diversified mutual funds and ETFs, targets factor exposures such as small/value premiums, and assigns clients to models after a documented risk‑profiling process overseen by an investment committee. Distinctive disclosures in the brochure include that certain RKI associates are licensed insurance agents who may receive commission compensation when insurance products are sold, and that RKI is majority‑owned by RK Holdings which also owns Tennessee Pension Administrators (TPA), an affiliated third‑party administrator whose relationship can result in referrals and shared economic benefit when serving retirement-plan clients. The firm reports approximately $1,300,542,294 in discretionary assets and $951,754,160 in non‑discretionary assets (about $2.25 billion total), discloses use of separate account managers and third‑party providers, and notes potential reimbursements for due‑diligence trips and incentive compensation for new client relationships.

To learn more about the advisors currently working at Rather & Kittrell, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.