Michael Yest, financial advisor New Orleans LA

Michael Yest

CRD Number: 2407195
Current Firm: Deane Retirement Strategies, Inc.
Compensation Model: Fee Only

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $150 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.

 

We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million.


With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory team-approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.

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Professional Designations
Company Name Location Dates Years
Deane Retirement Strategies, Inc. New Orleans, LA Jan 2001 - Current 20
Tulane University New Orleans, LA Aug 2000 - Current 20
Raymond James Financial Services New Orleans, LA Feb 2000 - Aug 2007 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Michael T. Yest
Phone Number:
Advisor Website: https://deaneretire.com/
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $639,256
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MS, TX

Firm Disclaimer:
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Data verified by both the advisor and the public regulatory data.

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