Chase Kerby, CFP®, AIF®
Together we can design a plan that will guide to a successful financial future.
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Serving Clients Nationwide
Together we can design a plan that will guide to a successful financial future.
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- 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
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
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Write a Review
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Excellent Advisor
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.
Highly Recommended
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.
Very approachable, knowlegable
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.
Highly recommend
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.
Personable, trustworthy, and a great communicator!
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!
Excellent advisor
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.
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