Oxbow Advisors
47yrs
Top advisor by experience in Austin
6yrs
Robert Politz has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Austin, Texas. After three years at Avondale Wealth Management, Robert joined Cresset Asset Management in 2023, a firm offering financial planning, investment management, and private fund management. Robert holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeAustin, TX
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$14.7 million
Advisors at the firm211
States licensed ?1 state
Services through Cresset Asset Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowCresset Asset Management, LLCCurrent firm
- 2020 – 2023Avondale Wealth Management LLCPreviously
Contact Robert
Austin, TXOffice · Get directions Firm main line(312) 429-2400Headquarters: Cresset Asset Management · Chicago, ILIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Robert
How do I contact Robert?
Call Cresset Asset Management at (312) 429-2400 and ask for Robert Politz. Robert works from the Austin, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Cresset Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. 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.
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