Oxbow Advisors
47yrs
Top advisor by experience in Austin
24yrs
Mark Mann has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Austin, Texas. After a year at Waddell & Reed, Mark joined Kestra Advisory Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm 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 2003)
How that compares ?More experience than 74% of advisors 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
- 2021 – nowKestra Advisory Services, LLCCurrent firm
- Jan 2021 – Aug 2021Waddell & ReedPreviously
Questions to ask Mark
Tailored to Mark’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 Mark
How do I contact Mark?
Call Kestra Advisory Services at 8445537872 and ask for Mark Mann. Mark works from the Austin, TX office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2003, about 24 years. More experience than 74% of advisors in Austin.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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