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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-06-2007
- Office Locations
- 2
Office Locations
About Deane Retirement Strategies, Inc.
Deane Retirement Strategies is a New Orleans-based, fee-only fiduciary RIA focused on retirement financial planning and discretionary portfolio management. The team (CFP and CFA credentialed) builds balanced portfolios using individual stocks and bonds plus ETFs, and explicitly avoids mutual funds, annuities, and insurance products. They also offer professionally managed individual and company 401(k) solutions and support 401(k)-to-IRA rollovers; new clients typically start at a $1M minimum.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEITH LABORDE DEANE
Chief Compliance Officer, MANAGING DIRECTOR, Owner
- CRD
- #5662176
- Ownership
- 50% but less than 75%
TODD CULLEN TILLERY
DIRECTOR, MANAGING DIRECTOR, Portfolio Manager, Secretary, TREASURER
- CRD
- #2754864
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MICHAEL THOMAS YEST
Consultant
- CRD
- #2407195
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,732,080 | $766,765 |
| Non-Discretionary | $0 | -- |
| Total | $250,732,080 | $766,765 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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