Oxbow Advisors
47yrs
Top advisor by experience in Austin
24yrs
Frederick Block
Full name on record: Frederick James Block
Financial advisor at Kestra Advisory Services
Based in Austin, Texas, Frederick Block is a fiduciary financial advisor with 24 years of industry experience. Frederick has been with Kestra Advisory Services since 2016; before that, Frederick spent a year at Wealthspire Retirement Advisory and a year at Financial Telesis. Kestra Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 24% by experience in Austin
Office5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowKestra Advisory Services, LLCCurrent firm
- Nov 2014 – Oct 2015Wealthspire Retirement AdvisoryPreviously
- Oct 2013 – Aug 2014Financial Telesis Inc.Previously
- Sep 2012 – Oct 2013Cadaret, Grant & CO., Inc.Previously
Contact Frederick
(844) 553-7872Kestra Advisory Services main office 5707 Southwest Parkway Building 2, Suite 400Austin, TX 78735Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Frederick
Tailored to Frederick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Frederick
How do I contact Frederick?
Call Kestra Advisory Services at (844) 553-7872 and ask for Frederick Block. Frederick works from the Austin, TX office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 2002, about 24 years. Top 24% by experience in Austin.
What licenses does Frederick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frederick paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Frederick 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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