K2 Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$199,574
Total clients
6
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
3
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
Expertise
Fee options
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.
Main office location
K2 Wealth Management
Blythewood SC, United States
Number of offices
1
Most active in
South Carolina · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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