About Us
As your fixed fee fiduciary, we are committed to putting your interests first and that doesn’t stop with our investment selection and recommendations. Our fiduciary commitment doesn’t stop with investment selection and portfolio recommendations. It also includes what fee structure is in your best interest and free of conflict. Thanks to advancing financial technology we are in a new era of efficient wealth management. Today’s Low Fixed Fees are one of the fastest growing trends in full-service wealth management and are transforming financial outcomes across the wealth marketplace as the new standard for client engagement.”
— Don Rudolph, Founder SmartFixed Wealth
Don Rudolph
Flat Fee Fiduciary
Experience: 3O Years
Education: Duke BA 1987, Tulane MBA, 1990
Trina Coltrain
Operations Manager
Experience: 15 years
Fully licensed Series 7, 65, and Insurance
Our Mission
Our mission is to protect, grow, and preserve your wealth.
By replacing expensive legacy fee structures with our efficient wealth plan, utilizing advancements in technology, and over 30 years of proven wealth management experience, we are committed to creating a wealth structure tailored specifically to you. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.