Ryan Miyamoto
Derive Wealth · Pasadena, California
Ryan Miyamoto is a fee-only financial advisor at Derive Wealth in Pasadena, California, who holds the CFP and MBA credentials. Ryan charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,200 a year and no asset minimum) and focuses on flat-fee planning, tax planning and small business owners.
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Specialties
Facts
| Firm | Derive Wealth |
|---|---|
| Based in | Pasadena, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,200 a year · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $141.3M across 298 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4821402 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | derivewealthadvisors.com |
How Ryan's firm compares
- Ongoing planning starts at $4,200 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Derive Wealth's average account is about $474,000, from its Form ADV (assets managed divided by 298 accounts).
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Questions about Ryan
Is Ryan Miyamoto a fee-only financial advisor?
Yes. Ryan Miyamoto is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ryan's firm.
How does Ryan charge for financial advice?
Ryan charges a flat fee or retainer and an ongoing planning fee.
How much does Ryan charge?
According to Derive Wealth's website, checked October 28, 2026: ongoing planning from $4,200 a year; no asset minimum.
Does Ryan work with clients virtually?
Yes. Derive Wealth says on its website that it works with clients remotely.
Where is Ryan Miyamoto based?
Ryan Miyamoto is based in Pasadena, California.
What does Ryan specialize in?
Ryan's specialties include flat-fee planning, tax planning, small business owners, retirement planning and equity compensation.
What credentials does Ryan Miyamoto hold?
Ryan Miyamoto holds the CFP and MBA credentials.
Is Ryan Miyamoto registered with the SEC?
Yes. Ryan Miyamoto is registered as an investment adviser representative in CA and TX (CRD 4821402), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Derive Wealth manage?
Derive Wealth reports $141.3M across 298 accounts in assets under management.
How do I contact Ryan Miyamoto?
Through Ryan's website, derivewealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Derive Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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