Keith Deane
Deane Retirement Strategies, Inc. · New Orleans, Louisiana
Keith Deane is a fee-only financial advisor at Deane Retirement Strategies, Inc. in New Orleans, Louisiana, who holds the AIF, CFP and CRC credentials. Keith focuses on retirement planning, tax planning and estate & legacy planning. Deane Retirement Strategies, Inc. reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Deane Retirement Strategies, Inc. |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $250.7M across 327 accounts |
| Credentials | AIF · CFP · CRC |
| SEC registration | Investment adviser representative in LA, TX · CRD 5662176 |
| Exams passed | Series 65 (2007) · Series 63 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | deaneretire.com |
How Keith's firm compares
- Deane Retirement Strategies, Inc.'s average account is about $767,000, from its Form ADV (assets managed divided by 327 accounts).
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Questions about Keith
Is Keith Deane a fee-only financial advisor?
Yes. Keith Deane is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Keith's firm.
How does Keith charge for financial advice?
Keith's firm, Deane Retirement Strategies, Inc., reports charging a percentage of assets on its SEC Form ADV.
Where is Keith Deane based?
Keith Deane is based in New Orleans, Louisiana.
What does Keith specialize in?
Keith's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Keith works with pre-retirees and retirees.
What credentials does Keith Deane hold?
Keith Deane holds the AIF, CFP and CRC credentials.
Is Keith Deane registered with the SEC?
Yes. Keith Deane is registered as an investment adviser representative in LA and TX (CRD 5662176), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Deane Retirement Strategies, Inc. manage?
Deane Retirement Strategies, Inc. reports $250.7M across 327 accounts in assets under management.
How do I contact Keith Deane?
Through Keith's website, deaneretire.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Deane Retirement Strategies, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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