Reviews for Sam Paganelli, CFA®, CFP®

12 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
We have been with R&K capital for almost three years. They have maintained a fairly diverse portfolio, invested into ETFs issued by Dimensional Fund Advisors. Working with Amanda and Sam has been great! Jay & Linda Lord
Relationship to Financial Advisor: Client as of Jun 28, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jay Lord
Jay Lord

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 27, 2026
Our experience with Rather & Kittrell can only be expressed in positive terms. Dealing with Sam Paganelli and Amanda Howerton has been a pleasure. They have explained all actions to us in understandable terms, been endlessly patient with us, and provided us with what we believe to be excellent financial advice. We could not ask for better service.
Relationship to Financial Advisor: Client as of Jun 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sheila Hromadka
Sheila Hromadka

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
I highly recommend Rather & Kittrell for wealth management and financial planning. They also have given me sound advice during several life transitions. I've been a client of Jeff Hall for years and now I'm also working with Sam Paganelli. From my first meeting with Jeff, I was impressed with his knowledge, professionalism, and attention to detail. He took the time to understand my specific goals and needs before and after retirement. Jeff and Sam are extremely responsive to any questions and routinely reach out to schedule meetings to review my investments. I have complete confidence in their guidance and always feel like I've made two friends and I'm not just another number in a file.
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 Karen Clawson
Karen Clawson

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
I retired in October of last year. As part of this major milestone, we made the decision to transition our financial planning needs to Rather & Kittrell. Jeff Hall, Sam Paganelli, Crystal Meldrum and their entire team made the process seamless. The customer service is unmatched. They answer the phone (or text)! We have been very pleased with the holistic approach to wealth management that goes beyond just the stock market. I would highly recommend Rather & Kittrell for your financial planning and wealth management needs!
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 Steve Duncan
Steve Duncan

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
Sam and all the staff at Rather & Kittrell are super professional but very personable in their approach to investing. I trust them completely.
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 Mike Jordan
Mike Jordan

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 19, 2026
Sam is always very helpful.
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.
Avatar for Jim Damewood
Jim Damewood

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 19, 2026
We are long-time clients of Rather & Kittrell. Jeff Hall and Sam Paganelli are amazing representatives of R&K. They are very knowledgeable and personable. They care about us as people, not just as clients. Their advice and guidance over all the years has benefited us greatly. I can’t imagine our portfolio being with anyone else.
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.
Avatar for Debra
Debra

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 19, 2026
After handling our investments myself for many years, sometimes with the help of a stock broker or sometimes not, my wife and I decided to entrust or portfolio to Jeff Hall at R&K. That was in 2013 after a company merger and with retirement looming. Our decision was confirmed after a lengthy discussion with Jeff about our family situation, goals, financial stability post-retirement, etc. In more recent years, Jeff has added Sam Paganelli to our account as a junior advisor. Our relationship with both Jeff and Sam and the R&K team has been excellent through the years; we are treated more like family than clients. We also appreciate their advice/suggestions on estate planning and "blood pressure control" when the inevitable market dips occur. Thanks guys for a great relationship and a job well done!
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.
Avatar for Bob Bowers
Bob Bowers

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 19, 2026
Sam is very helpful.
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.
Avatar for Ginger Miller
Ginger Miller

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
Rather & Kittrell was the right move for us as Sam and his team helped us consolidate our holdings and improved our investment strategy. Their comprehensive wealth management process ensured that all areas of life were addressed, not just our money. We are very pleased with the results and wish we had made the move earlier.
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 K and D Kilmer
K and D Kilmer

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
We have been so pleased with the customer service and friendliness of everyone in the Farragut office. They show remarkable attention to every detail and will deep dive into anything you want. Sam responds to any text or phone call very promptly, and is just an all around nice and genuine individual. We transitioned to R&K last fall, and we are very happy with our decision to make a change. We now recommend them to all our friends!
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 Ingrid Duncan
Ingrid Duncan

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Great people to work with, very helpful, knowledgeable. Highly recommend R&K Management!
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 Joe Miles
Joe Miles