Brian Duerson
Two Tree Financial · Chapin, South Carolina
Brian Duerson is a fee-only financial advisor at Two Tree Financial in Chapin, South Carolina. Two Tree Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Two Tree Financial |
|---|---|
| Based in | Chapin, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.2M across 38 accounts |
| SEC registration | Investment adviser representative in SC, UT · CRD 7021809 |
| Exams passed | Series 63 (2018) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.k2wm.com |
| Profile |
How Brian's firm compares
- Two Tree Financial's average account is about $58,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Brian
Is Brian Duerson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Two Tree Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Two Tree Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Duerson based?
Brian Duerson is based in Chapin, South Carolina.
Is Brian Duerson registered with the SEC?
Yes. Brian Duerson is registered as an investment adviser representative in SC and UT (CRD 7021809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Two Tree Financial manage?
Two Tree Financial reports $2.2M across 38 accounts in assets under management.
How do I contact Brian Duerson?
Through Brian's website, www.k2wm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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