Overview
Assets Under Management: $216 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Frequently Asked Questions
DEANE RETIREMENT STRATEGIES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127096), DEANE RETIREMENT STRATEGIES, INC. is subject to fiduciary duty under federal law.
DEANE RETIREMENT STRATEGIES, INC. is headquartered in NEW ORLEANS, LA.
DEANE RETIREMENT STRATEGIES, INC. serves 72 high-net-worth clients according to their SEC filing dated March 01, 2025. View client details ↓
According to their SEC Form ADV, DEANE RETIREMENT STRATEGIES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
DEANE RETIREMENT STRATEGIES, INC. manages $216 million in client assets according to their SEC filing dated March 01, 2025.
According to their SEC Form ADV, DEANE RETIREMENT STRATEGIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 316
Discretionary Accounts: 316
Regulatory Filings
CRD Number: 127096
Last Filing Date: 2025-03-01 00:00:00
Website: https://deaneretire.com