Oxbow Advisors
47yrs
Top advisor by experience in Austin
5yrs
Robert Sack
Financial advisor at Kestra Advisory Services
Robert Sack is a financial advisor in Austin, Texas, with 5 years in the industry. Robert joined Kestra Advisory Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the CFP® designation.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowKestra Advisory Services, LLCCurrent firm
Questions to ask Robert
Tailored to Robert’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Kestra Advisory Services at (844) 553-7872 and ask for Robert Sack. Robert works from the Austin, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Robert hold?
No exams are listed on the official record.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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.
Other advisors nearby
MML Investors Services
47yrs
Top advisor by experience at MML Investors Services
Prospera Financial Services
47yrs
Top advisor by experience at Prospera Financial Services
Stuart Investment Advisors
47yrs
Top 1% by experience in Austin
Merrill
46yrs
Top 1% by experience in Austin
J.P. Morgan Securities
46yrs
Top 1% by experience in Austin