Reimagine Financial Advice.

We build financial plans to help make smarter financial decisions.

What We Provide

Personal Financial Plans & Investment Management

Flat Fee Financial Advisor

Financial Plan

Our signature Derive Five Financial Plan covers taxes, cash flow, goals, investments, and risk management.

Flat Fee Financial Advisor

Investment Advice

Our open architecture investment platform allows you to keep your money where you feel comfortable.

Flat Fee Financial Advisor

One on One Relationship

Receive consistent advice from a Certified Financial Planner and tell your story only once.

How We Help

We Help You Make The Right Financial Decisions

Financial Advisor Los Angeles

Real Life Advice

We provide specific advice on changes to make

Multiple Scenarios

Each plan analyzes different option outcomes

Feel confident your actions are battle tested

Stress Test

Fluid Design

Update your financial plan as life changes

Who We Are

Ryan Miyamoto, CFP®, MBA

Los Angeles Financial Advisor

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.

Flat Fee Financial Advisor

What You Pay

One Easy To Understand Flat Fee

Flat Fee Financial Advisor

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.

How To Get Started

Get Started in 4 Easy Steps:

1.

Introduction

Schedule introduction meeting

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

Get Started Today

We Work With Individuals and Families in Pasadena, CA and Nationwide

Message An Advisor

Have questions? Feel free to send us a note below.