Don Rudolph
FLAT FEE CIO is Your Fixed Fee Chief Investment Officer
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
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
FLAT FEE CIO
Don Rudolph
Greenville, NC
Serving Clients Nationwide
FLAT FEE CIO is Your Fixed Fee Chief Investment Officer
Areas of Focus
- Employee Benefits
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Don Rudolph. I oversee the investment policy for FLAT FEE CIO and its proprietary research. It's my job to ensure the highest level of practice management service standards.I have helped families and foundations protect, grow, and share wealth for the past 25 years. I provide multi-generational financial guidance to members of family-owned businesses, counsel medical professionals in their most critical investment decisions from residency through retirement, and manage Foundation and Corporate Pension Plans with disciplined risk-adjusted investment strategies. Before founding FLAT FEE CIO, I held Vice President positions at Bank of America Investments and SunTrust Investment Services, and I was a Wealth Management Advisor at First South Bank.
I earned my MBA from the A.B. Freeman School of Business at Tulane University and BA at Duke University.
On a personal note, I'm a member of Brook Valley Country Club and attend First Presbyterian Church in Greenville with my wife, Ashley, and daughter Genevieve.
Primary Location
1021 Red Banks Road Suite C Greenville, NC 27858
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 30-minute introductory call. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Welcome to FLAT FEE CIO, your Family Chief Investment Officer, providing concierge wealth management services for a low fixed annual retainer.Affluent investing no longer requires adhering to a 30-year-old "one-size-fits-all" asset-based percentage fee structure.
Technology has ushered in new low fixed annual fee structures and expanded the suite of affluent wealth services.
✅ OUR MISSION
At FLAT FEE CIO, we have the client—and only the client—in mind.
Our mission is to get to know and understand your objectives and goals. We want to help you develop, implement, and monitor a wealth structure that’s efficiently designed to address your unique situation. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box. We are not afraid to challenge conventional wisdom in our approach to investing or replacing expensive legacy fee structures with our efficient wealth plan in order to help protect and preserve your wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
✅ Commitment to a Fiduciary Standard of Care
Many investment firms claim to be fiduciaries that provide advice that is free of proprietary products and conflicts of interest. But what if many "award-winning" firms offering " fully objective advice" then commit you to a 30-year-old "One-Size-Fits-All" percentage fee structure that may cost you over 30% of your net investment income each year?
Advancements in affluent wealth management technology have fundamentally transformed the industry status quo with an expanded suite of wealth services and ushered in lower fixed-fee alternatives that do not grow directly with the growth of your account. In light of readily available fixed fee alternatives, maintaining an exclusive commitment to an old legacy percentage on assets fee structure may not fully satisfy the claim to a fiduciary standard of care.
Our fiduciary commitment does not end with ensuring our wealth structuring and investment recommendations are in our client's best interest. It also includes maintaining a keen eye on our client's bottom line to help them keep more of their hard-earned returns and valuable income. With FlatFeeCIO’s fixed fee structure, our clients determine when we earn a raise and not each time the markets rise.
Education
Tulane University - A.B. Freeman School of Business, Master of Business Administration (M.B.A.), Marketing/Marketing Management, General | Duke University, Bachelor of Arts (B.A.), History
Badges
Hobbies and Interests
- Church
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Parents
- Technology Professionals
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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.
How to Find Financial Advisors for Small Business Owners
Looking for a Flat Fee Financial Advisor?
Your Nutrien Benefits & Career: Financial Planning for Employees and Executives
Looking for a Financial Advisor in Greenville, North Carolina?
Find Your Purpose in Life After Retirement and the Financial Advisors for Retirees who Can Help