Daniel Maupin, CFP®
Together we can design a plan that will guide to a successful financial future.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Together we can design a plan that will guide to a successful financial future.
Areas of Focus
- Business Owners
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Daniel Maupin, CFP®
Daniel Maupin joined Rather & Kittrell Wealth Management in January 2020 and serves as an Advisor, working with individuals and families to simplify complex financial decisions and help them stay focused on their long-term goals. He believes effective financial advice goes beyond investments alone and is rooted in comprehensive planning, disciplined strategy, and a fiduciary commitment to always act in the client’s best interest.In addition to working directly with families, Daniel partners with corporate retirement plans to support plan sponsors and help employees make confident decisions about their retirement savings.
Daniel graduated summa cum laude from Western Kentucky University with a Bachelor of Science in Finance and a concentration in Personal Financial Planning. He later earned his CERTIFIED FINANCIAL PLANNER® certification in 2022, demonstrating his commitment to maintaining the highest standards of financial advice.
Originally from Kentucky, Daniel remains a passionate Kentucky sports fan. Outside of the office, he enjoys cycling, golfing, and spending time outdoors.
Professional Designations
- 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.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
Western Kentucky University, Bachelor of Science, Finance and Personal Financial Planning
Hobbies and Interests
- Cycling
- Family
- Golf
- Sports
SEC Lookup
View DisclosureWho 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
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.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
