Advisor at Calidris Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Calidris Financial, LLC
Location
Charleston, SC 29403
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
22 years
Ryan Bass is a CFP® and ChFC® with 22 years of industry experience. He is the principal advisor at Calidris Financial, LLC, having previously worked at Northwestern Mutual and Mass Mutual affiliates from 2002 to 2025. Ryan receives insurance commission trails from prior sales but does not currently hold an active insurance license or sell insurance products. Calidris Financial provides discretionary asset management, financial planning, and consulting services, including ERISA plan advice and management. The firm combines third-party managers with in-house portfolio construction, employing a range of investment strategies and regular account reviews, and offers both hourly and fixed-fee planning engagements.
Based on Calidris Financial, LLC
Based on Calidris Financial, LLC
Financial planning flat fees range from $3,000 to $25,000 based on complexity; ongoing financial planning fees range from $1,750 to $25,000 annually, payable semi-annually.
$0+: 0.75% annually for assets up to $5,000,000 Over $5,000,000+: 0.50% annually for assets over $5,000,000
$360 per hour for financial consulting services
677 King Street, Floor 3
Charleston, SC 29403
Connecticut · New Jersey · New York · South Carolina · Texas
Calidris Financial, LLC
2025 - Present (1 year)
MML Investors Services
2020 - 2025 (5 years)
Mass Mutual Investors Services
2020 - 2025 (5 years)
Mass Mutual LIfe Insurance Company
2020 - 2024 (4 years)
Northwestern Mutual Investment Services, LLC;
2013 - 2020 (7 years)
Northwestern Mutual Investment Management
2003 - 2020 (17 years)
Northwestern mutual life insurance company
2002 - 2020 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Series 65
Daniel Island, SC
Reconstructing Wealth
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
Series 65, Series 66
Johns Island, SC
Baker Wealth Advisors, LLC.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")