Broker Check


Don M. Rudolph


(833) 352-8246

(910) 399-5303

Don oversees the firm’s investment policy and proprietary research and ensures the highest level of practice management service standards. Don has helped families and foundations protect, grow, and share wealth for the past 25 years. Don provides multi-generational financial guidance to members of family-owned businesses, counsels medical professionals in their most critical investment decisions from residency through retirement, and manages Foundation and Corporate Pension Plans with disciplined risk adjusted investment strategies. Prior to founding FlatFeeCIO, Don has held Vice President positions at Bank of America Investments and SunTrust Investment Services and was Wealth Management Advisor at First South Bank.

Don holds an MBA from the A.B. Freeman School of Business at Tulane University and earned a BA at Duke University. 

Don is a member of Brook Valley Country Club and attends First Presbyterian Church in Greenville with his wife Ashley and daughter Genevieve.

Trina L. Coltrain


(833) 352-8246

(910) 399-5303

Trina manages the firm’s daily operations and client administration including fund trading operations, compliance reporting, and core deposit solutions. Trina earned her BA from East Carolina University and is a registered sales assistant of LPL Financial. Trina enjoys attending ECU Pirate Athletic Events with her husband Gray and her son Brayden.


FLATFEECIO supports East Carolina University Athletics, Duke University Athletics, Habitat for Humanity, Make-a-Wish Foundation, and Autism Speaks charitable organizations