Ryan Callas
Greenhouse Wealth Management · Westport, Connecticut
Ryan Callas is a fee-only financial advisor at Greenhouse Wealth Management in Westport, Connecticut, who holds the CFP credential. Ryan charges a percentage of assets and focuses on retirement planning, family wealth transfer and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Greenhouse Wealth Management |
|---|---|
| Based in | Westport, Connecticut |
| Fee model | Percentage of assets |
| Assets under management | $288.6M across 313 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 5543680 |
| Exams passed | Series 63 (2009) · Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.greenhousewealth.com |
| Profile |
How Ryan's firm compares
- Greenhouse Wealth Management's average account is about $922,000, from its Form ADV (assets managed divided by 313 accounts).
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Questions about Ryan
Is Ryan Callas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Greenhouse Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan charges a percentage of assets.
Where is Ryan Callas based?
Ryan Callas is based in Westport, Connecticut.
What does Ryan specialize in?
Ryan's specialties include retirement planning, family wealth transfer and estate & legacy planning. Ryan works with retirees and pre-retirees.
What credentials does Ryan Callas hold?
Ryan Callas holds the CFP credential.
Is Ryan Callas registered with the SEC?
Yes. Ryan Callas is registered as an investment adviser representative in CT (CRD 5543680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greenhouse Wealth Management manage?
Greenhouse Wealth Management reports $288.6M across 313 accounts in assets under management.
How do I contact Ryan Callas?
Through Ryan's website, www.greenhousewealth.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
- Greenhouse Wealth Management 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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