Oxbow Advisors
47yrs
Top advisor by experience in Austin
2yrs
Ethan Kwon
Financial advisor at Dimensional Fund Advisors
Based in Austin, Texas, Ethan Kwon is a fiduciary financial advisor with 2 years of industry experience. Ethan has been with Dimensional Fund Advisors since 2026; before that, Ethan spent two years at Bright Road Wealth Management. Ethan holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office6300 Bee Cave Road Building One, Austin, TX 78746
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$3.43 million
Advisors at the firm254
States licensed ?1 state
Services through Dimensional Fund Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowDimensional Fund Advisors LPCurrent firm
- Oct 2024 – Jun 2026Bright Road Wealth Management, LLCPreviously
Questions to ask Ethan
Tailored to Ethan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ethan
How do I contact Ethan?
Call Dimensional Fund Advisors at 512-306-7400 and ask for Ethan Kwon. Ethan works from the Austin, TX office.
How long has Ethan been a financial advisor?
Ethan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ethan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan paid?
Dimensional Fund Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Ethan 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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