Calidris Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$360/hr

“Financial Consulting Services are offered based on an hourly fee of $360 per hour.”

Flat or project fee

$3,000⁠-⁠$25,000

“Full Financial Plans are offered based on a flat fee between $3,000-$25,000, based on complexity and unique Client needs.”

Annual fee

$1,750⁠-⁠$25,000/yr

“ONGOING FINANCIAL PLANNING Ongoing Financial Planning Services are offered based on an annual flat fee of $1,750$25,000, based on complexity of the Client situation, payable semi-annually in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Calidris Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid-billing period a prorated fee will - 6- be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Calidris Financial, LLC’s fees compare

• Its hourly rate of $360 is above the South Carolina median of $250. 81% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Charleston that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$25,000 is above the South Carolina median of $3,000. 92% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Charleston that publish a flat or project fee charge less.
• Its annual fee of $1,750-$25,000 spans the South Carolina median of $5,000. 77% of the 22 other South Carolina planners that publish an annual fee charge less.
• None of the 2 other planners in Charleston that publish an annual fee charge less.

About Calidris Financial, LLC

• Principal: Ryan Bass
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Clients

39

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$43,259,629

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334935

Website

calidrisfinancial.com (opens in new tab)

Phone

(917) 451-3141

Can advise clients in 4 states: Connecticut, New Jersey, New York, South Carolina

Other planners in Charleston that publish fees

• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr
• Capasso Planning Partners LLCCharleston$2,400
• Collins AdvisorsCharleston$200/hr
• Hampton Park Financial PlannersCharleston$350/hr, $1,500

Compare all 16 planners in Charleston