Advisor at K2 Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
K2 Wealth Management
Location
Blythewood, SC
Credentials
Series 63, Series 65
Industry experience
4 years
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.
Based on K2 Wealth Management
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.
$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%
Certain supervised persons may receive insurance commissions through K2 Business Group; K2 Wealth Management and Brian Duerson do not receive commissions.
Project-Based Financial Planning hourly rate: $275 per hour.
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.
Blythewood, SC
South Carolina · Utah
Two Tree Financial, LLC
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Consecrated Holdings, LLC
2023 - Present (3 years)
GenXFinancial LLC
2022 - 2024 (2 years)
OSAIC Wealth, Inc
2022 - 2024 (2 years)
OSAIC Wealth, Inc
2022 - 2024 (2 years)
Pluralsight
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Premier Diagnostics
2020 - 2021 (1 year)
Brex
2019 - 2020 (1 year)
Ameriprise Financial Services, inc
2019 - 2019 (1 year)
E*Trade Securities Llc
2018 - 2019 (1 year)
E*Trade Securities Llc
2018 - 2019 (1 year)
Juicebox Interactive
2018 - 2018 (1 year)
Brigham Young University- Idaho
2017 - 2019 (2 years)
American Heart Association
2017 - 2018 (1 year)
Mercy Medical Center
2016 - 2017 (1 year)
TransCore
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
ChFC®, Series 63, Series 65
Blythewood, SC
The Bridge Financial Advisors
Series 63, Series 65
Columbia, SC
Hall Asset Management Group, Inc.
CFP®, Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
ChFC®, Series 63, Series 65
Blythewood, SC
K2 Wealth Management
CFA®, Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
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