Hannah Whatley CFP ®, AIF ®

Financial Advisor at Rather & Kittrell and 1 other company
On the record
Bio

Hannah is an Advisor with Rather & Kittrell Capital Management, where she helps clients align their use of capital with what is most important to them. Hannah is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary™, and graduated from Furman University, where she earned a bachelor’s degree in Business with a minor in Poverty Studies. Upon graduation, she began her career with Fidelity Investments, where she helped clients make smart financial decisions for five years before joining Rather & Kittrell in the summer of 2021.

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  • The goal most individuals have for their 401(k) plans is to build up a nest egg for their retirement. So, any fee you pay within 401(k) plans should enhance your progress towards that goal. If you are a plan participant and you need access to financial planning that is not available through your 401(k) plan, then paying an additional fee for an additional level of service makes sense. In the same way, if you are a plan sponsor, the fees you pay for the plan should determine the level of service available to your participants.

    22 November 2021
Employment
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