Financial Advice For Where Life Takes You.
We work together to help you make smarter financial decisions.
Together We Build Financial Plans To Live By.
We Create Personal Financial Plans For One All Inclusive Flat Fee.
Financial Plans
Our signature Derive Five Financial Plan covers taxes, cash flow, goals, investments, and risk management.
Investment Advice
Our financial plans include investment advice and management of your portfolios. One flat fee covers it all.
One to One Relationship
Receive consistent advice from a Certified Financial Planner™ specifically tailored to your goals and objectives.
Design A Plan You can understand.
We Craft A Plan Guided By Real Life Events
Select Your Goals:
Truly Personal Advice
We provide specific advice to implement immediately.
Multiple Scenarios
Each plan analyzes various options & outcomes.
Stress Test
We analyze vulnerabilities for worse case scenarios.
Fluid Design
As life changes so does your plan. We adjust on demand.
We Want You Feeling Great About Your Advisor.
Ryan Miyamoto, CFP, MBA
Greetings! I founded Derive Wealth to provide financial advice the right way: by focusing 100% on you.
I've worked my way through large corporations and always felt clients took the back seat. It's time your interests are top priority.
Learn more about flat fee financial advice and the Derive Wealth difference.
Work With Us For One Flat Fee.
No Percentages To Calculate. Just One Transparent Flat Fee.
Plans
Starting at $350
Per Month.
Dealing with your finances is hard enough. Trying to figure out how much you are paying should not be.
I believe in an easy to understand, flat fee pricing structure based on the complexity of your financial situation, not the amount of money you have.
We Know It’s A Big Decision.
We Are Human Too. Any Question Is Fair Game.
It is a big decision to hire someone, let alone when it comes to your money. Let us help shed some light.
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Our fee structure is as simple as it gets. We charge a flat fee paid by credit card or from your investment account (optional). There are no commissions or percentages for managing investments.
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We pride ourselves on being accessible when you need us. You can reach out to us anytime. Outside of on-demand issues, your frequency of meetings with us will be between 2x to 4x annually.
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No. We are not CPA’s and do not prepare tax returns. However, we partner with numerous CPA’s and help create projections to understand your deductions and tax strategies.
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No. However, we can point you to organizations and other advisors who do if desired.
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Yes! We can help manage your investments with a limited power of attorney and using our custodian Charles Schwab Institutional. Alternatively, you can select any platform you like and we can provide investment recommendations.
How To Get Started
Get Started in 4 Easy Steps:
1.
Introduction
2.
Pricing
Select from one of our three pricing tiers
3.
Data
Submit your financial data and personal goals
4.
Financial Plan
Receive your personal financial plan
You Found Us. Here’s The Deal.
We Work With Individuals and Families in Pasadena, CA and Nationwide
Derive Wealth is designed to have honest conversations.
Our goal is to sit on the same side of the table with you. We keep it real with our advice and recommendations. Our only goal is to become your trusted partner for years to come.
We take transparency to the next level by keeping our fees flat and disclosed upfront.
If this sounds like a good fit and aligns with the help you need, we would love to help.
Ryan Miyamoto, CFP®, MBA
Founder