Robert DeaneCRD 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.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
|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|
Total Assets Under Management112MILLIONS
Total Number of Accounts323ACCOUNTS
Average Account Value$347,187
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, MS, TX
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