Ross Willmann
Warwick Partners · Bryan, Texas
Ross Willmann is a fee-only financial advisor at Warwick Partners in Bryan, Texas, who holds the CFA credential. Warwick Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Warwick Partners |
|---|---|
| Based in | Bryan, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.48B across 1,533 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5195267 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.warwickpartners.net |
How Ross's firm compares
- Warwick Partners's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,533 accounts).
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Questions about Ross
Is Ross Willmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Warwick Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ross charge for financial advice?
Ross's firm, Warwick Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ross Willmann based?
Ross Willmann is based in Bryan, Texas.
What credentials does Ross Willmann hold?
Ross Willmann holds the CFA credential.
Is Ross Willmann registered with the SEC?
Yes. Ross Willmann is registered as an investment adviser representative in TX (CRD 5195267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Warwick Partners manage?
Warwick Partners reports $2.48B across 1,533 accounts in assets under management.
How do I contact Ross Willmann?
Through Ross's website, www.warwickpartners.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bryan
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
- 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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