Robert Warmkessel
Grange Capital · Beaverton, Oregon
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.
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Specialties
Who they serve
- Physicians
- Founders
- Multi-generational families
Facts
| Firm | Grange Capital |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $217.2M across 745 accounts |
| SEC registration | Investment adviser representative in CA, OR, TX, WA · CRD 5566459 |
| Exams passed | Series 65 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.grangecapital.com |
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Grange Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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