# Robert Warmkessel

> Robert Warmkessel is a fee-only financial advisor at Grange Capital in Beaverton, Oregon. Robert charges a percentage of assets and focuses on retirement planning, estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/robert-warmkessel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Grange Capital
- **Based in:** Beaverton, Oregon
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $217.2M across 745 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners, Physicians & residents
- **Works with:** Physicians, Founders, Multi-generational families
- **CRD:** 5566459 (https://adviserinfo.sec.gov/individual/summary/5566459)
- **SEC registration:** Investment adviser representative in CA, OR, TX, WA
- **Exams passed:** Series 65 (2008)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.grangecapital.com

## Frequently asked questions

### Is Robert Warmkessel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Grange Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert charges a percentage of assets.

### Does Robert work with clients virtually?

Yes. Grange Capital says on its website that it works with clients remotely.

### Where is Robert Warmkessel based?

Robert Warmkessel is based in Beaverton, Oregon.

### What does Robert specialize in?

Robert's specialties include retirement planning, estate & legacy planning, small business owners and physicians & residents. Robert works with physicians, founders and multi-generational families.

### Is Robert Warmkessel registered with the SEC?

Yes. Robert Warmkessel is registered as an investment adviser representative in CA, OR, TX and WA (CRD 5566459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Grange Capital manage?

Grange Capital reports $217.2M across 745 accounts in assets under management.

### How do I contact Robert Warmkessel?

Through Robert's website, www.grangecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5566459): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.grangecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.