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.
Location
Blythewood, SC
Credentials
ChFC®, Series 63, Series 65
Industry experience
16 years
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.
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
K2 Wealth Management
2025 - Present (1 year)
Penserra Wealth Management
2025 - 2025 (1 year)
Aspen Capital Management
2016 - Present (10 years)
K2 Business Group
2014 - Present (12 years)
K2 Tax Group
2005 - Present (21 years)
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.
Series 63, Series 65
Columbia, SC
Hall Asset Management Group, Inc.
Roger Hall is a financial advisor with Hall Asset Management Group, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Hall Asset Management Group since 2012 and previously worked at Motiv8 Investments LLC. In addition to his advisory work, Hall is involved in insurance and elder care planning through his ownership of related businesses, dedicating a portion of his time to these services. Hall Asset Management Group provides personalized financial planning and consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers based on documented client objectives and delivers services on an hourly or fixed-fee basis without managing client assets directly.
ChFC®, Series 63, Series 65
Blythewood, SC
The Bridge Financial Advisors
Todd Henning is a financial advisor at The Bridge Financial Advisors with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his advisory role, he worked at BlueCross BlueShield for six years. The Bridge Financial Advisors provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach emphasizes diversification and fundamental analysis, managing both discretionary and non-discretionary accounts with a focus on mutual funds, ETFs, equities, fixed income, and options.
CFP®, Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
Richard Newsome is a CFP® certificant with 19 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 2004. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for around 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and maintains a medium-to-long-term investment orientation while offering related accounting, tax-preparation, and estate-administration services through affiliated entities.
Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
William Walkup is a Series 65-licensed advisor with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1992. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for about 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and a medium-to-long-term orientation, and offers related accounting, tax-preparation, and estate-administration services through affiliated entities.
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.
CFA®, Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
Christopher Walkup is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1996. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for roughly 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and manages stock investment partnerships, offering related accounting, tax-preparation, and estate-administration services through affiliated entities.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
