Hannah Whatley
Hannah Whatley is a CFP-designated registered investment advisor at Rather & Kittrell, INC., based in Knoxville, TN, with 8 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,133 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees negotiable for amounts over $25,000,000. RKI may adjust a client's fee related to cash holdings in a portfolio.
Fee Estimator
Location
11905 Kingston Pike, Knoxville, TN, 37934
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hannah is an insurance agent through a sole proprietorship since January 2020, dedicating minimal time to this activity. She also serves on the board of directors for two non-profit organizations, Family Promise and the Historic Tennessee Theatre Foundation, each requiring minimal time.
Employment History
Current Registrations
Rather & Kittrell, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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