A complete list of active advisors currently associated with K2 Wealth Management
Warmer can help you find a great advisor at K2 Wealth Management or one who fits your needs even better.
K2 Wealth Management is a small, state-registered adviser with roughly $2.2 million in regulatory assets under management, two advisory professionals, and about two dozen client households. The firm provides discretionary portfolio management and ongoing financial planning through three named service plans, offers project-based planning, and has added non‑discretionary pension consulting for plan sponsors, along with educational seminars and speaking engagements. The firm’s investment approach emphasizes long-term, evidence‑based and factor‑oriented strategies—using low‑cost mutual funds (including Dimensional), ETFs, direct indexing, and selective use of registered closed‑end interval funds and conservative options strategies where appropriate. K2WM tailors allocations to client objectives, tax situation, liquidity needs, and risk tolerance, documents plans and reviews via RightCapital and Elements, and applies a written suitability profile and limits before recommending alternative investments. Several features distinguish the firm from many peers: it has formal Marketing Rule policies and controls governing use of testimonials and any advertised performance results, a supervised person operates separate insurance and tax businesses (prior affiliated referral arrangements were terminated effective May 1, 2026), and the firm recently disclosed a Conditional Restricted Status in Utah that requires a $35,000 surety bond and third‑party compliance oversight. K2WM also reports limited custody arising solely from standing letters of authorization for a subset of clients, which it addresses through written procedures.
To learn more about the advisors currently working at K2 Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chapin, SC
| 4
| |
Chapin, SC
| 16
|
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.
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")