Firm
Deane Retirement Strategies, Inc.
New Orleans, Louisiana
Fee-only
Deane Retirement Strategies, Inc. at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 5 employees and 137 individual clients, 82 of them high net worth.
- Its average account is about $767,000 (assets it manages divided by its 327 accounts).
Facts
| Based in | New Orleans, Louisiana |
|---|---|
| Website | deaneretire.com |
| [email protected] | |
| Phone | (504) 582-2345 |
Deane Retirement Strategies, Inc. fees
Deane Retirement Strategies, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $251 million |
| Individual clients | 55 |
| High-net-worth clients | 82 |
| Accounts managed | 327 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-68307) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 127096 |