Firm
Derive Wealth
Pasadena, California
Fee-only
Derive Wealth at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 125 individual clients, 62 of them high net worth.
- Its average account is about $474,000 (assets it manages divided by its 298 accounts).
- Its ongoing planning fee starts at $4,200 a year, below the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Pasadena, California |
|---|---|
| Website | derivewealthadvisors.com |
| [email protected] | |
| Phone | (626) 800-3864 |
Derive Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Starting at $350 Per Month." source
"We do not bill on how much money you have or make. We have no minimums." source
"Starting at $350 Per Month." source
"We charge a flat fee paid by credit card or from your investment account." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $141 million |
| Individual clients | 63 |
| High-net-worth clients | 62 |
| Accounts managed | 298 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-132085) |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 284619 |