Chase Kerby, CFP®, AIF®

Name: Chase Kerby, CFP®, AIF®
Address: 11905, Farragut, Tennessee, United States
Telephone: (865) 218-8400
Rating: 5

Together we can design a plan that will guide to a successful financial future.

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Rather & Kittrell Chase Kerby, CFP®, AIF®

Knoxville, TN

Serving Clients Nationwide

Together we can design a plan that will guide to a successful financial future.

6 Certified Advisor Reviews™

Rate this Advisor

(865) 218-8400

Website

Areas of Focus

Financial Life Planning
Investment Management
Owning a Business
Retirement Planning
Taxes

About Me

Chase Kerby joined the Rather & Kittrell team in March 2018 where he serves as an advisor helping families and businesses make smart decisions with their money. Chase works with his team and professional network to help clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting assets, and maximizing the impact of charitable gifts.

Chase is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary™ and graduate of the University of Tennessee, where he earned a bachelors degree in finance and international business. He studied internationally at the University of the Sunshine Coast in Queensland, Australia.

Outside of work, Chase loves to travel and is an avid snow skier. He and his wife, Alex, can be found most weekends at equestrian events where she works and competes as a professional Three-Day Event rider and horse trainer.

Chase also serves on the Board of Directors for the Shangri-La Therapeutic Academy of Riding (STAR), an organization that provides therapeutic experiences using horse related activities for persons with disabilities or other special challenges.

Professional Designations

Accredited Investment Fiduciary (AIF)
CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

11905 Kingston Pike Knoxville, TN 37934

Video

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button and complete the brief form to get in touch with us. From individuals to families to businesses, let’s talk about how Rather & Kittrell can help ensure your transitions go as smoothly as possible. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Rather & Kittrell Capital Management is a Registered Investment Advisory firm. Lytle Rather and Chris Kittrell launched RK more than 20 years ago, based on the steadfast belief that “people come first.” In that time, a two-desk business has grown into an advisory firm that serves individuals, families, and businesses managing the transitions that inherently come with money.

At RK we begin with a foundational question: what’s best for our client? Everything we do is in service of that goal.

WEALTH MANAGEMENT PHILOSOPHY

As a fiduciary advisor, we always act in your best interests. We consider your investments, plan ways to mitigate risk and protect what you’ve built, and work with your other trusted professionals to create a custom plan to guide you through all of life’s transitions. We believe that if we do what’s best for you, everything else takes care of itself.

OUR SERVICES ADDRESS 6 KEY CONCERNS OF OUR CLIENTS

✅ Wealth Preservation: Our team makes certain your investments align with what’s most important to you.

✅ Wealth Enhancement: We work with you to keep your cash flow healthy, and mitigate your tax burden.

✅ Wealth Transfer: Wealth transfer planning ensures that your financial legacy passes to the right people with minimal difficulty.

✅ Wealth Protection: Wealth protection is about protecting your assets from catastrophic loss.

✅ Charitable Giving: Charitable giving is donating a portion of your wealth and making meaningful gifts to charity.

✅ Full-Service Collaboration: We work with your entire team of experts to ensure that your plan is aligned with all 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.

Education

University of Tennessee, Knoxville BS, Finance | University of the Sunshine Coast, International Business

Hobbies and Interests

Family
Skiing
Traveling

SEC Lookup

View Disclosure

Who We Serve

Baby Boomers
Business Owners
Corporate Executives
Dual Income Family
Gen X
Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review

By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Excellent Advisor

✅ Wealthtender Certified Advisor Review™

Sep 12, 2023

We have been working with Chase for a little over four years and he has helped us tremendously in a very short period of time. He initially guided us to think through what our goals were to give us the motivation to develop a plan and stick to it. We have come so far with Chase in these few years and he has given us great confidence and peace of mind that we can do this and are prepared financially for our future. Any time we have a financial decision to make it brings us great confidence to run it by Chase before making a decision. He is so easy to work with and has only the best in mind for his clients. We are so thankful to have Chase in our corner and consider him not only our advisor but our friend. Additionally, our daughter just starting her career and is also using Chase. She looks to him for advice and feels good about where she is financially given Chase's knowledge and care. She has confidence knowing that she has an expert looking out for her.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Diana Morgan

Highly Recommended

✅ Wealthtender Certified Advisor Review™

Sep 12, 2023

We met Chase through a customary practice of promotion within the firm when our years-trusted advisor moved on to better things. Prior to meeting him, we were understandably nervous to have had and been comfortable with a planner for all those years. We quickly learned that youth doesn't always have to mean ignorant or inexperienced or risky. Chase has now been our financial advisor on record for several years. He always has our answers - even when they may not be the best answer for him or his company - he always has our detailed answers. He does recommend, but never pushes - it's OUR decision. He's on the phone or email calling us every time just about the time we're thinking -- I wonder if we should talk to Rather & Kittrell. He's been a very great pleasure for both of us to work with.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Brian and Sara

Very approachable, knowlegable

✅ Wealthtender Certified Advisor Review™

Sep 8, 2023

I was impressed with Chase Kerby from the moment i met him. He is very patient, easy to talk to, and very knowledgeable and up to date on the ends and outs of financial planning. It puts my mind at ease having a wonderful man like Chase taking care of my financial future.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Stephanie Meredith

Highly recommend

✅ Wealthtender Certified Advisor Review™

Sep 8, 2023

Chase was patient and thorough. He was not rushed and devoted time and effort to prepare information for us. He is easy to reach for communication of needs or concerns. I feel very confident in his expertise.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Kim and Chris

Personable, trustworthy, and a great communicator!

✅ Wealthtender Certified Advisor Review™

Sep 7, 2023

Chase is so personable! He is quick to respond and an excellent communicator. He makes anxiety inducing topics such as saving for retirement feel achievable. He takes my thoughts and feelings into consideration at every step. Every time I speak with Chase I feel a sense of relief and confidence in my finances. He has always given trustworthy and sound financial advice. As a client of five years, I could not recommend someone more highly!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Maddie Logan

Excellent advisor

✅ Wealthtender Certified Advisor Review™

Sep 7, 2023

Chase has provided sound advice on all my financials questions and has done an excellent job managing my portfolio. Also he has a great personality and is great to work with and he cares about his clients. I would recommend him to anyone wanting a good advisor. So please contact him.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Robert Swartz

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Chase Kerby, CFP®, AIF®