Lytle Rather, CFP®, AIF®

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Rather & Kittrell Lytle Rather, CFP®, AIF®
Knoxville, TN

Serving Clients Nationwide

Together we can design a plan that will guide to a successful financial future.

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

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Lytle Rather, CFP®, AIF®

Lytle Rather is the co-founder of Rather & Kittrell and has worked in the financial services industry since 1988. He is a graduate of The University of Tennessee with a degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary®, and holds life, health, and variable contract licenses. He is also a member of the Financial Planning Association and has served as a board member of The University of Tennessee Finance Department Advisory Council.

Lytle is passionate about helping clients navigate life’s transitions. He counsels many business owners, executives and retirees. Lytle feels a special call to help widows and the unique transition they face. Inspired by their stories, he has written a book, Ready To Live Again: A Widows Guide for Transitioning from Uncertainty to Peace of Mind.

Lytle, and his wife Susan, grew up in Knoxville and have three adult children. The entire family helps serve and continues to be involved with Harvest Hope Home, a permanent home placement ministry for orphans based in Malawi, Africa.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • Financial Planning Association

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 Capital Management is a Registered Investment Advisory firm. 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

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Living in Retirement
  • Widow

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Lytle Rather has provided our family a wealth of services and support

✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
Almost 20 years ago My wife's employer selected the Rather & Kittrell Capital Management firm to manage her company's retirement savings accounts. In those past 20 years Lytle Rather (the co-founder of Rather & Kittrell) has guided us through every phase of our career and working life. I, myself, was so impressed with the quality of service my wife received that I have also opened an IRA with Rather & Kittrell even though my own company was using another firm for its retirement investment accounts. Lytle has supported our financial well being in so many ways. He referred us to an excellent estate management lawyer to help us craft a will and trust fund for our children. He has advised us on the right level of insurance coverage to help us safeguard our assets and retirement funds. He has a whole range of analytical tools to help assess our financial health and to guide us to the best possible investment outcomes for our particular needs. And while providing all these amazing services, he has been just a great person to work with. Always upbeat and cheerful, but with the right mix of optimism and pragmatism; with zero sugar-coating of the real world financial facts that he always keeps at the heart of his approach to the wealth management services he provides us. My family can't imagine a better advocate for our overall financial health than Lytle Rather!
Relationship to Financial Advisor: Client as of Mar 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jeff Gilpin
Jeff Gilpin

Has guided me through all of life's financial challenges

✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
Lytle has earned my trust and admiration over the 20 years he has helped my family. We have navigated through marriage, death, relocation and career changes. At every turn I have faced, Lytle guided me with grace, compassion and sound advice for my financial success. I cannot imagine life without him in my corner.
Relationship to Financial Advisor: Client as of Oct 9, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Shannon Ownby
Shannon Ownby

Trust & Integrity

✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
My wife and I have been clients of Lytle Rather for many years. He is always available to give advice and we appreciate the attentiveness of his staff. We believe his integrity is above reproach and therefore, we have total trust in him and the suggestions he makes regarding our financial portfolio.
Relationship to Financial Advisor: Client as of Oct 9, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dr. David Sharon Erwin
Dr. David Sharon Erwin