Robert Deane, financial advisor New Orleans LA
98 score

Robert Deane

CRD Number: 4608402
Current Firm: Deane Retirement Strategies, Inc.
Compensation Model: Fee Only

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans, Louisiana for nearly 45 years. We are a team of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) who specialize in retirement financial planning coupled with fee only, discretionary portfolio management. We manage over $140 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.

 

We have three Client Platforms. One Platform for Clients with a portfolio over $1 million. One Platform for Clients committed to accumulating $1 million by retirement. One Platform for 401k Company Plans.

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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Company Name Location Dates Years
Deane Retirement Strategies, Inc. New Orleans, LA Mar 1993 - Current 24
Chaffee, Mccall, Phillips, Toler, And Sarpy New Orleans, LA Mar 1959 - Current 58
Raymond James Financial Services New Orleans, LA Nov 2002 - Aug 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Robert B. Deane
By the Numbers
  • Total Assets Under Management
    112
    MILLIONS
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $347,187
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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