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K2 Wealth Management

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Client assets under management

$199,574

Clients

6

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

3

Very Low

Average account size

$33,262

About

K2 Wealth Management provides investment management, financial planning, and educational seminars to individuals, families, trusts, small businesses, and employer retirement plans. The firm delivers written financial plans and ongoing portfolio oversight and coordinates tax preparation and related services through referrals to outside professionals.

K2’s investment process emphasizes strategic asset allocation and evidence‑based portfolio construction using mutual funds and ETFs, blending passive and active exposures and favoring long‑term holdings. Accounts are generally managed on a discretionary basis, with limited use of alternatives, occasional covered‑call strategies on request, and oversight of legacy relationships serviced by outside managers.

The firm’s brochure discloses several features that distinguish it from many peers: it operates affiliated businesses that provide tax preparation and insurance services (including a disclosed revenue‑sharing arrangement for tax referrals and the potential for insurance commissions), offers public seminars and speaking engagements, and has publicly disclosed resolved state regulatory actions involving a supervised person. The firm also amended its disclosures to replace the term “fee‑only” with “fee‑based,” reflecting potential referral or commission relationships and the need for clients to evaluate affiliated service options.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Tax planning

Expertise

Cash flow / budgeting

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Fee options

Fixed

One-Time Financial Planning Fees: $1,000 (Base Camp), $2,500 (Ascent), $5,000 (Summit); Project-Based Financial Planning fixed fees $500–$2,500; Educational Seminars fees $500–$2,500 per seminar.

Percentage

$0 - $250,000: 1.20% $250,001+: 1.00% $0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60% $0 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%

Commissions

Certain supervised persons may receive insurance commissions through K2 Business Group; K2 Wealth Management and Brian Duerson do not receive commissions.

Project-based

Project-Based Financial Planning hourly rate: $275 per hour.

Other

Account minimum: No minimum account size to open or maintain an account; however, certain service plans include minimum annual advisory fees which may make smaller accounts less economical. Minimum fee: Base Camp Plan: $3,000 minimum annual fee; Ascent Plan: $5,000 minimum annual fee Fee-only: Ongoing Financial Planning fees range from $500 to $2,500 per month, negotiable, billed monthly in arrears; Project-Based Financial Planning fees $500–$2,500 fixed fee or $275 per hour.

Main office location

K2 Wealth Management

Blythewood SC, United States

Number of offices

1

Most active in

More info

South Carolina · Utah

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 515-710-8804

Advisors at this firm

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user avatar

Brian D

Series 63, Series 65

Blythewood, SC

K2 Wealth Management

Brian Duerson is a financial advisor at K2 Wealth Management with Series 63 and Series 65 registrations and four years of industry experience. His prior roles include positions at Two Tree Financial, GenXFinancial LLC, and OSAIC Wealth, Inc. Outside of advising, he is an owner and investor in Consecrated Holdings, LLC, a commercial real estate holding company. K2 Wealth Management provides investment management, financial planning, and educational seminars to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes strategic asset allocation and evidence-based portfolio construction using mutual funds and ETFs, blending passive and active strategies with a focus on long-term holdings.

Cash flow / budgeting
user avatar

Daniel M

ChFC®, Series 63, Series 65

Blythewood, SC

K2 Wealth Management

Daniel Matheson is a financial advisor at K2 Wealth Management with 16 years of industry experience. He holds the ChFC® designation and maintains dual registration with Aspen Capital Management and K2 Wealth Management during a client transition period. Matheson is also the owner and principal of K2 Business Group, which provides insurance planning and business consulting services, as well as K2 Tax Group, offering tax preparation and advisory services. K2 Wealth Management serves individuals, families, trusts, small businesses, and employer retirement plans by providing investment management, financial planning, and educational seminars. The firm emphasizes strategic asset allocation and evidence-based portfolio construction using a blend of passive and active investments, generally managing accounts on a discretionary basis.

Cash flow / budgeting
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