Deane Retirement Strategies, Inc.

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Client assets under management

$248,909,809

Clients

137

60% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,816,860

About

Deane Retirement Strategies serves individual and high‑net‑worth investors as well as trusts, estates, and employer-sponsored retirement plans, providing discretionary portfolio management and, when requested, financial and retirement planning or consulting. The firm also offers services tailored to retirement plans, including individual 401(k) account management and a Collectively Managed Account program for plan sponsors.

The firm follows a balanced management style that uses stocks, bonds, and cash as primary building blocks and relies heavily on exchange-traded funds, including market, sector, and trend-following ETFs, to implement allocations. Deane Retirement may employ non‑leveraged inverse and enhanced ETFs as a hedging tool (limited to a modest portion of portfolios) and may include cryptocurrency exposure via ETFs unless a client opts out.

Distinctive features include explicit retirement-plan solutions where the firm can act as an ERISA investment manager for collectively managed participant accounts and practical policies around cash management and custodial sweep accounts that can affect liquidity and yield. The brochure also discloses operational policies that are less common among peers, such as a trade-error practice that reimburses client losses but does not credit client accounts for trade gains (with net gains/losses reconciled at the custodian) and a practice of leaving proxy voting responsibility with clients.

Client services

Financial planning Portfolio management

Portfolio management for company 401k, profit sharing plans, cash balance plans

Expertise

Retirement income strategy Income planning Passive / index investing Retirement withdrawal strategies

Occupation focus

Retired Founder/Business Owner

Fee options

Percentage

$1,000,000 - $1,499,999: 1.25% annually $1,500,000 - $2,999,999: 1.20% annually $3,000,000 - $4,999,999: 1.10% annually $5,000,000 - $6,999,999: 1.00% annually $7,000,000 - $9,999,999: 0.90% annually $10,000,000 - $19,999,999: 0.80% annually $20,000,000 - $29,999,999: 0.70% annually $30,000,000+: 0.60% on first $30,000,000 plus 0.50% on amount over $30,000,000

Other

Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $3,125 for accounts under $1,000,000 Fee-only: Discretionary investment advisory fee based on percentage of assets under management with tiered rates and minimum quarterly fee

Main office location

Deane Retirement Strategies, Inc.

2065 Energy Centre, 1100 Poydras Street

New Orleans LA 70163, United States

Number of offices

Most active in

Louisiana · Mississippi · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 504-582-2345

Advisors at this firm

Todd T

CFA®, Series 66

New Orleans, LA

Deane Retirement Strategies, Inc.

Todd Tillery is a CFA® charterholder with 18 years of industry experience. He has been with Deane Retirement Strategies, Inc. in New Orleans, LA since 2002. Deane Retirement Strategies provides discretionary investment management, retirement planning, financial planning, and related consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a Balanced Management Style combining equities, fixed income, and cash, with distinctive features including management of collectively managed 401(k) programs and tactical ETF strategies for downside risk management.

Retirement income strategy Income planning Passive / index investing Retirement withdrawal strategies Retired Founder/Business Owner

Michael Y

CFA®, Series 65

New Orleans, LA

Deane Retirement Strategies, Inc.

Michael Yest is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Deane Retirement Strategies, Inc. since 2001 and has also been affiliated with Tulane University since 2000. Deane Retirement Strategies provides discretionary investment management, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a Balanced Management Style that combines equities, fixed income, and cash, with a focus on ETFs and tactical strategies including non-leveraged inverse, enhanced ETFs, and optional cryptocurrency exposure.

Retirement income strategy Income planning Passive / index investing Retirement withdrawal strategies Retired Founder/Business Owner

Keith D

CFP®, Series 63, Series 65

New Orleans, LA

Deane Retirement Strategies, Inc.

Keith Deane is a CFP® professional with 16 years of experience in financial advising. He has been with Deane Retirement Strategies, Inc. since 2010, where he is part of a four-advisor team based in New Orleans, LA. Deane Retirement Strategies provides discretionary investment management, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm is known for its Balanced Management Style, using a diversified portfolio with tactical ETF strategies and serving as an ERISA investment manager for collectively managed 401(k) programs.

Retirement income strategy Income planning Passive / index investing Retirement withdrawal strategies Retired Founder/Business Owner

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