Deane Retirement Strategies, Inc.

Deane Retirement Strategies, Inc. (CRD# 127096) is a financial advisory firm headquartered in New Orleans, LA. They manage $201,365,790 in 315 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • 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

Financial Advisors at Deane Retirement Strategies, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Keith L. Deane
CRD#: 5662176
New Orleans, LA 70163

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 $200 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.

2
Linda L. Deane
CRD#: 300092
New Orleans, LA 70163

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 $200 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.

3
Todd C. Tillery
CRD#: 2754864
New Orleans, LA 70163

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 $200 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.

4
Michael T. Yest
CRD#: 2407195
New Orleans, LA 70163

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 $200 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.

5
Janet S. Hyver
CRD#: 3277380
New Orleans, LA 70163

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 $200 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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