Reviews for Jay Slagle, CFP®, AIF®

27 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 30, 2026
My relationship with Rather & Kittrell began with managing my company’s 401(k), but it truly evolved years later when I sold my business. During that transition, Chris, Lytle and their team were invaluable, guiding me through the many complexities of a liquidity event. Working alongside my attorney, accountant, and insurance advisor, they played an integral role in helping me navigate one of the most significant financial milestones of my life. Just as importantly, they’ve taken a holistic approach—helping oversee not only investments, but other key areas. I could not recommend any firm more enthusiastically than Rather & Kittrell.
Relationship to Financial Advisor: Client as of Jul 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patrick Carroll
Patrick Carroll

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 20, 2026
The ultimate financial advisor for competency, trust, and genuine concern for the client.
Relationship to Financial Advisor: Client as of Jul 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David Kerr
David Kerr

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
I can highly recommend Rather and Kittrell. When my dad became unable to manage his stock account 10 years ago, I met with Lytle and Jay to learn about Rather and Kittrell. It was a great meeting - very informative about their services, very laid back, and zero pressure. During that first meeting, I remember Lytle explaining several paths we could take, but then saying, "We'll do whatever you want to do, and be here to help." Since moving my dad's account to Rather & Kittrell after that first meeting, I have moved my 401k to them also. When we communicate or meet, the entire team (Lytle, Jay, Debbie, Lisa) provides exceptional service. My wife appreciates their patience in answering her questions and addressing items that she is interested in. It is a very professional, friendly firm that treats everyone like family and always looks out for our best interests.
Relationship to Financial Advisor: Client as of Jun 25, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Greg J
Greg J

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
We are very satisfied with the service and counsel we have received from the staff at Rather Kittrell, especially Jay Slage. We have worked with Jay for many years and find him to be attentive to details, well-informed, and has the ability to listen and provide excellent guidance.I would highly recommend Jay and all the staff at Rather Kittrell for all types of investors, new or mature.
Relationship to Financial Advisor: Client as of Jun 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for William Waibel
William Waibel

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
   
Relationship to Financial Advisor: Client as of Jun 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rick Henson
Rick Henson

A Trusted Partner

✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
Working with Jay and RK has been one of the best financial decisions we have made. From the very beginning, it was clear that they take their clients' goals, concerns, and aspirations seriously. Rather than offering a one-size-fits-all approach, they invested the time to truly understand our unique circumstances, priorities, and long-term objectives. What sets this team apart is the level of personal attention and detailed portfolio management they provide. Every recommendation is thoughtful, well-explained, and aligned with our financial goals and risk tolerance. We never feel like just another account; we feel like a valued client whose success genuinely matters to them. Jay coordinated, and the RK team executed, very personal and unique transactions as we transitioned to retirement. Their diligence and research are particularly impressive. The team conducts thorough analysis before making any investment recommendation, demonstrating a level of care and professionalism that reflects the significance of the responsibility entrusted to them. They continuously monitor market conditions, evaluate opportunities, and communicate clearly, providing confidence that my assets are being managed with both expertise and integrity, and coordinating all of this with our accountants and other stakeholders. If you are looking for a wealth management partner that combines personalized service, rigorous research, and an unwavering commitment to client success, I would recommend them without hesitation.
Relationship to Financial Advisor: Client as of Jun 23, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

4 Stars

✅ Wealthtender Certified Advisor Review™
Jun 21, 2026
Been a client over a decade.Would recommend the team any time
Relationship to Financial Advisor: Client as of Jun 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Haresh Mirani
Haresh Mirani

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 19, 2026
I switched to R&K a couple of years ago and have never regretted it. Jay Slagle is my rep and he is so helpful, concerned about me, personable, and is truly committed. On top of everything else, all the people that I've encountered at R&K have been just the same. The believe in getting to know you as a person, not just an IRA.
Relationship to Financial Advisor: Client as of Jun 19, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
Rather & Kittrell have been our financial advisor for many years. They watch our accounts very closely. My husband and I have been very pleased. Even when the markets were in a downturn and we were going through COVID. If you are looking for a financial advisor go with Rather & Kittrell. Give them a call today!
Relationship to Financial Advisor: Client as of Jun 18, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Beverly Crowe
Beverly Crowe

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
   
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anne Brady
Anne Brady

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
I feel incredibly fortunate to have Rather & Kittrell as our financial advisors. Their team is fully invested in every aspect of financial planning, from 401(k) management and Social Security strategies to healthcare planning, inheritance considerations, and so much more. What continually impresses me is their ability to attract and retain such outstanding professionals. Every interaction I have had with their staff has been positive, professional, and genuinely caring. They make you feel like family and take a sincere interest in helping you achieve your financial goals. As I approach retirement, I have an even greater appreciation for the guidance they have provided my family over the years. Their commitment to their clients goes far beyond financial planning—they build lasting relationships. I highly recommend Rather & Kittrell to anyone looking for a financial planning team.
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kathy Moretto
Kathy Moretto

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Great confidence in a great group of professionals.
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Russell Beaty
Russell Beaty

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
I’ve Known Jay for 25 plus years and I can say that he is of great character. Very educated, Great family and personal values. My wife and I have trusted him with all confidence since 2020 with our retirement planning. We couldn’t be happier! You can rest assured that he will be up front to do his best to help you achieve your goals. Thanks Jay!
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Keith Hill
Keith Hill

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Rather & Kittrell has been our financial advisor for several years. They have been an invaluable partner in retirement planning. They are fiduciaries so they have your best interests in mind. Advice on insurance, tax planning, life goals, etc. are additional reasons to use them. Highly recommend!
Relationship to Financial Advisor: Client as of Jun 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sandra Parker
Sandra Parker

Jay Slagle

✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
We have worked with Jay for several years now. Jay has never been unavailable to meet and address any questions/concerns we may have. We both appreciate the peace of mind we have knowing Jay and RK are there for us. We would (and have) highly recommend Jay to anyone looking for professional competent management of their finances. Gene & Robyn Patton
Relationship to Financial Advisor: Client as of Sep 19, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gene Patton
Gene Patton

Jay Slagle

✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
We have enjoyed our professional relationship with Jay. He is actively engaged with our account. Jay has been very prompt in responding to our questions or other needs. You never have to ask Jay twice, he is on top of things and follows through with a response. They work with a variety of other professionals such as Attorneys, Accountants and Insurance. We are happy enough, that we have recommended Jay and Company to several others, who are now using R&K as well. Keep up the good work.
Relationship to Financial Advisor: Client as of Sep 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brenda Virtues
Brenda Virtues

peace of mind

✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
We have been more than pleased with Jay Slagle as our certified financial planner. Jay along with the team of Rather Kittrell has been personal, prompt, available, hands on and collaborative in helping us create peace of mind for our future financial picture. The step by step approach in wealth protection, mitigating tax burden and maximizing charitable giving along with wealth enhancement have been a blessing to us.
Relationship to Financial Advisor: Client as of Sep 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jeff and Valerie McMichael
Jeff and Valerie McMichael

Rather & Kittrell clients for many years

✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
My wife and I have been clients for many years. Jay became our advisor in 2016 and has been a great advisor through our transition from the workforce to retirement. He has kept us informed and directed us as we have changed our focus from employment to learning to harness our time and resources for travels and experiences. We have found Jay to be a seasoned financial advisor and quick to assist with any changes or advice needed when we want to use our financial resources to help with new interests or causes.
Relationship to Financial Advisor: Client as of Sep 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dennis Patty Knight
Dennis Patty Knight

Five Stars

✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
Core competency, honesty, a humble and demonstrated confidence in yourself and RK group is important me. Family and my family’s financial well being are real personal concerns for me. For years before retiring Jay has been my main contact for the RK group. My family’s well being has proven to be very important to him, and the RK group. Their performance and concern for us makes me proud to have them looking out for family’s interests.
Relationship to Financial Advisor: Client as of Sep 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for D Kerr
D Kerr

Great relationships!

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
We have been very pleased with the guidance and support we have received from Rather and Kittrell! We have worked with Jay and team for many years and have never had a concern about our plan, nor have we had a question gone unanswered.
Relationship to Financial Advisor: Client as of Sep 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill and Rene Waibel
Bill and Rene Waibel

Financial Planning

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
Tim and I have know Jay for many years and are so thankful that he is now our financial advisor! Jay offers patience along with his expertise as we navigate the world of financial planning. We trust his advise and appreciate his willingness to answer our many questions and provide advice to help us plan for the future.
Relationship to Financial Advisor: Client as of Sep 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ginger Teague
Ginger Teague

Trustworthy & Genuine

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
Our family has known Jay for many years in various roles and he has consistently been a young man of character, hard-work and integrity. There was no reservation in turning over our financial guidance to Jay and he has proven to be quite knowledgeable, gifted in communicating and sincere in watching out for his clients' best interests. It is crucial to have long-term financial plans in place and I have been so blessed by the guidance Jay has provided and by the patience and understanding he conveys relative to our personal circumstances.
Relationship to Financial Advisor: Client as of Sep 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Fraser Family
Fraser Family

Financial Advising

✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
My wife and I have known Jay and his wonderful family for many years, and watched him continue to grow into the fine reputable young man he is. we needed financial assistance once we retired 3 years ago, knowing jay and the quality of his judgement, we felt confident in choosing him managing our retirement, we couldn't be more pleased with Jay and the Rather Kittrell team. In the 3 years of working with him he has always been responsive and easy to work with. We were concerned about healthcare cost being we retire a few years early and he helped save us a lot of money in that respect as well. Jay has good values as a person and i'm sure anyone would be thrill to worked with him. Keith Hill
Relationship to Financial Advisor: Client as of Sep 12, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Keith Hill
Keith Hill

Great advisor

✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
We've had Jay as our advisor for several years now and he continues to do a great job managing our investments. He is always responsive and is very personable and easy to work with. We are confident that he will continue to look out for us and keep us on track.
Relationship to Financial Advisor: Client as of Sep 12, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Thom Kerr
Thom Kerr

A premier partnership

✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I view Rather and Kittrell as a premier partnership in that they are closely linked to serving Laura and I well. Our success helps them and they have the systems and expertise in place to help us manage our retirement assets. We are very pleased with the relationship and results!
Relationship to Financial Advisor: Client as of Sep 11, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike Todd
Mike Todd

Financial advising

✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I've had the pleasure of working with Jay Slagle for my financial needs, and I can't recommend him enough. Jay has been instrumental in guiding me through financial planning, expertly managing my investments, and optimizing my 401k. His wealth of knowledge and personalized approach have truly made a positive impact on my financial well-being. Jay's dedication and commitment to his clients are unmatched. If you're seeking a top-notch financial adviser, Jay Slagle is the one to trust.
Relationship to Financial Advisor: Client as of Sep 11, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ben Stroud
Ben Stroud

Creates comfortable environment

✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Jay met with my wife and I approximately 18 months ago while we were searching for financial services in the knoxville area. Jay provided a comfortable environment while we discussed what was important to us and our financial journey. We have since worked with Jay to fully develop our financial plan and appreciate his guidance.
Relationship to Financial Advisor: Client as of Sep 11, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for CHUCK HALLER
CHUCK HALLER