Ryan Miyamoto is a CFP-designated registered investment advisor at Derive Wealth, based in Pasadena, CA, with 20 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 125 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Derive Wealth assesses fixed fees for financial planning and portfolio management services, starting at $350 per month and up to $5,000 per month, with a one-year minimum initial engagement. Fees are assessed in arrears on a monthly or quarterly basis.
Contact
Ryan Miyamoto
Location
35 North Lake Ave., Suite 710, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Derive Wealth
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
United Capital Financial Advisers
Girard Securities, INC.Broker
Commonwealth Financial NetworkBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Our modern approach to financial planning and investment management is driven by 8 principles: