# William Kan

> William Kan is a fee-only financial advisor at Candent Capital, LLC in San Francisco, California, who holds the CFA, CFP and MBA credentials. Candent Capital, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-kan/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Candent Capital, LLC
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $19.9M across 65 accounts
- **Credentials:** CFA, CFP, MBA
- **CRD:** 2985628 (https://adviserinfo.sec.gov/individual/summary/2985628)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is William Kan a fee-only financial advisor?

Yes. William Kan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.

### How does William charge for financial advice?

William's firm, Candent Capital, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Kan based?

William Kan is based in San Francisco, California.

### What credentials does William Kan hold?

William Kan holds the CFA, CFP and MBA credentials.

### Is William Kan registered with the SEC?

Yes. William Kan is registered as an investment adviser representative in CA (CRD 2985628), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Candent Capital, LLC manage?

Candent Capital, LLC reports $19.9M across 65 accounts in assets under management.

### How do I contact William Kan?

Contact details aren't on file yet. Search for Candent Capital, LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45637): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.