ChooseAFinancialAdvisor.com
Advisors / Texas / Austin
20yrs

Daniel Kang

Financial advisor at One Capital Management

Based in Austin, Texas, Daniel Kang is a fiduciary financial advisor with 20 years of industry experience. Daniel has been with One Capital Management since 2026; before that, Daniel spent a year at Advice and Planning Services and a year at Waterloo Capital. Daniel’s designations include CFA and CFP®.

One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.

Austin, TX 78746CFACFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 67% of advisors in Austin
Office1250 Capital Of Texas Highway South Building 3, Suite 400, Austin, TX 78746
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$1.54 million
Advisors at the firm65
States licensed ?1 state

Services through One Capital Management

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFACFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Apr 2026 – now
  2. Jul 2025 – Mar 2026
  3. Feb 2007 – Feb 2008

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Daniel

How do I contact Daniel?

Call Daniel’s local office at (512) 555-0187 or the One Capital Management main office at (805) 409-8150, and ask for Daniel Kang.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2006, about 20 years. More experience than 67% of advisors in Austin.

What licenses does Daniel hold?

Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

One Capital Management reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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