Deane Retirement Strategies provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Deane Retirement Strategies reports 137 clients. They include 82 high-net-worth individuals and 55 individual clients. Of its assets, 100.0% ($251M across 327 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 10% |
| High-net-worth individuals | 60% | 89% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $25.7M | 10.2% | $467K |
| High-net-worth individuals | 82 | $223M | 89.0% | $2.72M |
| Pension and profit-sharing plans | Fewer than 5 | $1.82M | 0.7% | — |
| Total | 137 | $251M | 100% | — |
- Clients
- 55
- Regulatory AUM
- $25.7M
- AUM share
- 10.2%
- Avg. per client
- $467K
- Clients
- 82
- Regulatory AUM
- $223M
- AUM share
- 89.0%
- Avg. per client
- $2.72M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.82M
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 137
- Regulatory AUM
- $251M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Deane Retirement Strategies charges 0.50%–1.25% a year for its Standard Fee Schedule. The fee is billed in advance, is negotiable and has a $12,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k) accounts without a brokerage window
- 401(k) accounts with no brokerage window and no rollover option are charged an annual asset management fee of 0.20% (0.05% quarterly).
- 401(k) accounts, stand-alone
- 401(k) accounts that stand alone are billed at an annual rate of 0.25% (0.0625% quarterly) of the value in those accounts.
Todd Tillery owns 50% to 75% of Deane Retirement Strategies. The leadership team of Deane Retirement Strategies includes Chief Compliance Officer Keith Deane. It has 5 employees, 3 of them in advisory roles.
Leadership
- Keith DeaneManaging Director / Chief Compliance Officer
- Todd TilleryManaging Director / Secretary / Treasurer / Director
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Keith Laborde Deane
- Todd Cullen Tillery
- Michael Thomas Yest
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Deane Retirement Strategies, Inc.
Todd Tillery
Control person · since November 2023
- Owns 50% to 75% of Deane Retirement Strategies, Inc.
Keith Deane
Control person · since January 2023
Deane Retirement Strategies’ regulatory assets grew from $201M (March 2021) to $251M (March 2026); clients were 137 in both filings and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $251M | 137 | 5 | 1 |
| March 2025 | $216M | 137 | 6 | 1 |
| March 2024 | $198M | 136 | 5 | 1 |
| March 2023 | $189M | 135 | 6 | 6 |
| March 2022 | $202M | 140 | 5 | 6 |
| March 2021 | $201M | 140 | 5 | 1 |
Besides its headquarters, Deane Retirement Strategies has 0 offices, with 1 listed address in Louisiana.
Louisiana · 1 listed address
- 2065 Energy Centre, 1100 Poydras Street, New OrleansHQ
Contact and registration details
- Legal name
- Deane Retirement Strategies, Inc.
- Headquarters
- 2065 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
- Website
- deaneretire.com
- Phone
- 504-582-2345
- @deane-retirement-strategies-inc
- SEC file
- 801-68307
- Founded
- 1993
- Structure
- Louisiana corporation
- Fiscal year end
- December
Deane Retirement Strategies uses Charles Schwab ($237M) as custodian for its separately managed accounts. Deane Retirement Strategies has custody of $72.1M in client assets for 79 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $237M100%
At year end, Deane Retirement Strategies’ separately managed accounts were mostly in funds (54%) and stocks (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $236M across 52 positions; the largest are Vanguard Short-term Inflation-protected Securities ETF (10.5%), iShares 0-5 Year Tips Bond ETF (8.3%) and Simplify Managed Futures Strategy ETF (6.6%).
What the accounts hold
- Stocks42%
- Funds54%
- Cash4%
Reported 13F holdings
- $236M
- Reported 13F value
- 52
- Positions
- 50.0%
- In the 10 largest
- −5.0%
- Value vs. prior quarter
- Vanguard Short-term Inflation-protected Securities ETFETF10.5%
- iShares 0-5 Year Tips Bond ETFETF8.3%
- Simplify Managed Futures Strategy ETFETF6.6%
- Pacer Trendpilot US Large Cap ETFETF5.4%
- iShares Gold TrustETF4.0%
- SPDR Gold SharesETF3.8%
- Google Inc.3.1%
- CF Industries Hold2.8%
- Exxonmobil Holdings Corp. Com Shs2.8%
- Chevron Corporation2.8%
Together, the ten largest are 50.0% of reported value.
How many clients does Deane Retirement Strategies have?
Deane Retirement Strategies has 137 clients and manages $251 million for them, as of March 2026. They include 82 high-net-worth individuals and 55 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Deane Retirement Strategies offer?
Deane Retirement Strategies provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Deane Retirement Strategies charge?
Deane Retirement Strategies charges 0.50%–1.25% a year for its Standard Fee Schedule. The fee is billed in advance, is negotiable and has a $12,500 annual minimum.
Source: ADV PART 2A, filed 22 March 2026
Which custodians does Deane Retirement Strategies use?
Deane Retirement Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $237M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Deane Retirement Strategies have?
Deane Retirement Strategies has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Deane Retirement Strategies invest in?
At the end of its last fiscal year, Deane Retirement Strategies’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Deane Retirement Strategies?
Deane Retirement Strategies’ direct owners are Todd Tillery (50% to 75%) and Keith Deane (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Deane Retirement Strategies get paid?
Deane Retirement Strategies is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Deane Retirement Strategies registered with the SEC?
Yes, Deane Retirement Strategies has been registered with the SEC as an investment adviser since 13 September 2007. Its CRD number is 127096 and its SEC file number is 801-68307.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Deane Retirement Strategies?
Deane Retirement Strategies’ main office is at 2065 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163. Its phone number is 504-582-2345. Its website is deaneretire.com.