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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Deane Retirement Strategies offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Deane Retirement Strategies charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Deane Retirement Strategies use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Deane Retirement Strategies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Deane Retirement Strategies invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Deane Retirement Strategies?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Deane Retirement Strategies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Deane Retirement Strategies registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Deane Retirement Strategies?","answer":"Deane Retirement Strategies’ main office is at 2065 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163. Its phone number is 504-582-2345. 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