Todd Tillery
Deane Retirement Strategies · New Orleans, Louisiana
Todd Tillery is a fee-only financial advisor at Deane Retirement Strategies in New Orleans, Louisiana, who holds the CFA credential. Deane Retirement Strategies reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Deane Retirement Strategies |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $250.7M across 327 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA · CRD 2754864 |
| Exams passed | Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.deaneretire.com |
How Todd's firm compares
- Deane Retirement Strategies's average account is about $767,000, from its Form ADV (assets managed divided by 327 accounts).
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Questions about Todd
Is Todd Tillery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Deane Retirement Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Deane Retirement Strategies, reports charging a percentage of assets on its SEC Form ADV.
Where is Todd Tillery based?
Todd Tillery is based in New Orleans, Louisiana.
What credentials does Todd Tillery hold?
Todd Tillery holds the CFA credential.
Is Todd Tillery registered with the SEC?
Yes. Todd Tillery is registered as an investment adviser representative in LA (CRD 2754864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Deane Retirement Strategies manage?
Deane Retirement Strategies reports $250.7M across 327 accounts in assets under management.
How do I contact Todd Tillery?
Through Todd's website, www.deaneretire.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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