Oxbow Advisors
47yrs
Top advisor by experience in Austin
2yrs
Robert Apple
Financial advisor at Kestra Advisory Services
Robert Apple is a fiduciary financial advisor in Austin, Texas, with 2 years in the industry. Robert joined Kestra Advisory Services in 2025, 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
Experience2 years (since 2025)
How that compares ?2 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Mar 2025 – nowKestra Advisory Services, LLCCurrent firm
Contact Robert
(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 Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Robert
How do I contact Robert?
Call Kestra Advisory Services at (844) 553-7872 and ask for Robert Apple. Robert works from the Austin, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2025, about 2 years. 2 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?
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.
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