Reviews for Daniel Maupin, CFP®

3 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
Working with Daniel and the team at Rather & Kittrell has made a tremendous difference for our family. From the very beginning, he took the time to listen to our concerns, understand our goals, and help us create a plan that felt realistic and achievable. He has provided thoughtful guidance every step of the way, helping us make smarter investment decisions and prepare for retirement through our 401(k). What stands out most is that he has never made us feel like just another client. Rather & Kittrell genuinely care about what is most important to our family and our future. Additionally, Daniel has never rushed us or overwhelmed us with financial jargon, and always makes sure we understand our options and felt comfortable moving forward. Because of their support and expertise, we feel more confident and secure about where we are financially and where we're headed. We are incredibly grateful for their guidance and highly recommend them to anyone looking for financial advisors who are knowledgeable, trustworthy, and truly invested in their clients' success.
Relationship to Financial Advisor: Client as of Jun 22, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rachele Wiley
Rachele Wiley

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
After years of self-managing our retirement savings, I connected with Lytle Rather at Rather & Kittrell. My wife and I were immediately impressed with the focus on getting to know us and understanding the things that we want for our own quality of life. Not some generic formula or protocol, but intentional about planning for the specific lives we want. Since signing on with Lytle, Daniel and the team we have been extremely happy with all aspects their management. Follow-ups occur regularly and they are there for us immediately any time that we need them. We frankly should have sought professional management sooner and are fortunate to have connected with a team that is 100% committed to making sure we remain in the best possible position to live the lives we envision. These folks have been a game changer for us.
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 Christopher Belk
Christopher Belk

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Daniel has been with us from the beginning of our journey with R&K. He is truly the best advisor! He frequently has a very detailed review with us in person. It is a great time to ask questions. He is very knowledgeable and has guided us as we move closer to retirement. My favorite quality that Daniel exhibits is his ability to really listen! That is a rare thing these days. He is truly interested in our family and asks for updates. He also responds so quickly to emails and phone calls. We know that we are in great hands and look forward to many years of continuing this special relationship.
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 Leslie Row
Leslie Row