Chase Kerby, CFP®, AIF®

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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.

18 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Business Owners
  • Retirement Planning
  • Taxes

About Chase Kerby, CFP®, AIF®

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 ®

Primary Location

11905 Kingston Pike Knoxville, TN 37934

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

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 Rather & Kittrell

Rather & Kittrell is a Knoxville-based fiduciary financial advisory firm providing private wealth management and corporate retirement plan services, helping clients navigate major life transitions such as retirement, business sales, and divorce. 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

Who We Serve

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

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 5, 2026
										I didn’t start using Rather & Kittrell until after I retired in 2019 and I sure am glad that I did. Of course I was a little skeptical of what they initially told me, they laid everything out for me to see so I took the leap of faith and jumped in and it was the best decision I could of made. I recommend them and if nothing else at least go and talk to them.									
Relationship to Financial Advisor: Client as of Jul 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for TIM Christian
TIM Christian

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
										Steve and I have been with Rather and Kittrell for many years. Chase Kerby is our Financial Advisor. Working with Chase has been a great experience for us. He has advised us through many situations up to our retirement and understands our needs. He's quick to answer any questions or concerns that may arise. We feel blessed to have them in our corner.									
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 Kathy Hicks
Kathy Hicks

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
										I feel they are doing a good job investing my retirement money and are very helpful people to work with.									
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 Bobby Rogers
Bobby Rogers

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
										The R&K team are fantastic, and truly have your best interest in mind. We have been working with Tim and Chase for over 10 years now, and can not be more pleased with their professionalism, thoughtfulness, and genuine concern for our family and future finances. Many thanks to the entire team!									
Relationship to Financial Advisor: Client as of Jun 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dale Christenson
Dale Christenson

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
										Rather & Kittrell have been my financial managers for 20+ years. Chase Kerby has been my advisor for the past few years, and it is truly a pleasure to work with him. Chase is highly knowledgeable, always professional and personable, and I am confident he has my best interests at heart. He always responds to my inquiries quickly and checks in with me frequently. Chase Kerby and R & K have proven their ability to manage my assets wisely and with the utmost integrity.									
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 Libby Gregg
Libby Gregg

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
										RETIREMENT DAY. Yay!! We did it!!Thanks, Chase Kerby, for you and your team’s steady, well-informed counsel and proactive guidance in helping us achieve our financial goals.My husband and I have been Rather & Kittrell clients for 20+ years or so. In our case, the baton has been passed to a new generation of financial advisors since we first became clients. We’re now in a different and new season of life, with my husband retiring from his job not quite a month now.Yet, Chase was already part of our team, learning and preparing for eventually being our Senior Advisor the last several years. I have nothing but full confidence in Chase and would highly recommend him to anyone—regardless of where they are in their financial journey.									
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 Margarita Taylor
Margarita Taylor

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
										I am very glad to have these guys on my side. They represent me well and have walked me through every phase of my financial phase. They are professional and very reliable. I’ve never felt abandoned like I have been with other “financial” people. There great!! I highly recommend them.									
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 Alice Puckett
Alice Puckett

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
										I’ve been with Rather and Kittrell for a number of years. I set my account up with a representative 29 years ago and that representative joined this organization a few months later. Since then, two other employees have coordinated activities and supervised my IRA. Rus Hunt retired, and now Chase Kirby is looking after my account. I couldn’t be more pleased with the services. When I call, I either get the party I’m looking for outright, or they call me back promptly. When milestones creep up, they inform me in a timely manner. I highly recommend this company to help you invest.									
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 Kathryn
Kathryn

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
										I trust them completely with my retirement goals. Very friendly and professional . Takes a lot of stress off trying to do yourself . Chase is great to work with .									
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 Carolyn Scott
Carolyn Scott

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
										Forthright and Honest, highly recommend this firm.									
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 Donna Goff
Donna Goff

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
										The people there are wonderful. They are very knowledgeable, they listen to your needs. They advise but don't insist you do it their way. I can't say enough good things about Chase Kerby. He's the best! I've had a great experience with this company.									
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 Pamela McCarter
Pamela McCarter

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: 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 Diana Morgan
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: 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 Brian and Sara
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: Client as of Sep 8, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Stephanie Meredith
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: Client as of Sep 8, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kim and Chris
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: Client as of Sep 7, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Maddie Logan
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: Client as of Sep 7, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robert Swartz
Robert Swartz

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 19, 2021
										   									
Relationship to Financial Advisor: Client as of Mar 19, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Theodore Hamilton
Theodore Hamilton