# Derrick Demay

> Derrick Demay is a fee-only financial advisor at Kaizen Wealth Management in Charleston, South Carolina. Kaizen Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/derrick-demay/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kaizen Wealth Management
- **Based in:** Charleston, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $68.5M across 120 accounts
- **CRD:** 2588120 (https://adviserinfo.sec.gov/individual/summary/2588120)
- **SEC registration:** Investment adviser representative in NY, SC
- **Exams passed:** Series 63 (1995), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.kaizenwm.com

## Frequently asked questions

### Is Derrick Demay a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Derrick holds no broker registration, and Kaizen Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Derrick charge for financial advice?

Derrick's firm, Kaizen Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Derrick Demay based?

Derrick Demay is based in Charleston, South Carolina.

### Is Derrick Demay registered with the SEC?

Yes. Derrick Demay is registered as an investment adviser representative in NY and SC (CRD 2588120), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Kaizen Wealth Management manage?

Kaizen Wealth Management reports $68.5M across 120 accounts in assets under management.

### How do I contact Derrick Demay?

Through Derrick's website, www.kaizenwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2588120): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.