Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ryan B
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
Ryan Bass is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is the sole advisor at Calidris Financial, LLC, an independent firm based in Charleston, SC. His prior experience includes roles at Northwestern Mutual and Mass Mutual, where he worked for a combined total of nearly two decades. He receives insurance commission trails on previous sales but does not actively sell insurance products. Calidris Financial provides discretionary asset management, comprehensive financial planning, and consulting services primarily to high-net-worth individuals, business entities, and employer-sponsored retirement plans. The firm emphasizes pension consulting and ERISA fiduciary services while employing a mix of fundamental and technical analysis along with various investment strategies tailored to client objectives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters