Deane Retirement Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Deane Retirement Strategies serves individual and high‑net‑worth investors as well as trusts, estates, and employer-sponsored retirement plans, providing discretionary portfolio management and, when requested, financial and retirement planning or consulting. The firm also offers services tailored to retirement plans, including individual 401(k) account management and a Collectively Managed Account program for plan sponsors.
The firm follows a balanced management style that uses stocks, bonds, and cash as primary building blocks and relies heavily on exchange-traded funds, including market, sector, and trend-following ETFs, to implement allocations. Deane Retirement may employ non‑leveraged inverse and enhanced ETFs as a hedging tool (limited to a modest portion of portfolios) and may include cryptocurrency exposure via ETFs unless a client opts out.
Distinctive features include explicit retirement-plan solutions where the firm can act as an ERISA investment manager for collectively managed participant accounts and practical policies around cash management and custodial sweep accounts that can affect liquidity and yield. The brochure also discloses operational policies that are less common among peers, such as a trade-error practice that reimburses client losses but does not credit client accounts for trade gains (with net gains/losses reconciled at the custodian) and a practice of leaving proxy voting responsibility with clients.
Client services
Expertise
Occupation focus
Fee options
$1,000,000 - $1,499,999: 1.25% annually $1,500,000 - $2,999,999: 1.20% annually $3,000,000 - $4,999,999: 1.10% annually $5,000,000 - $6,999,999: 1.00% annually $7,000,000 - $9,999,999: 0.90% annually $10,000,000 - $19,999,999: 0.80% annually $20,000,000 - $29,999,999: 0.70% annually $30,000,000+: 0.60% on first $30,000,000 plus 0.50% on amount over $30,000,000
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $3,125 for accounts under $1,000,000 Fee-only: Discretionary investment advisory fee based on percentage of assets under management with tiered rates and minimum quarterly fee
Main office
2065 Energy Centre, 1100 Poydras Street
New Orleans LA 70163
Advisors at this office
3
Most active in
Louisiana · Mississippi · Texas
Also doing business as
Deane Retirement Strategies, Inc. · Linda Laborde Deane, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Todd T
CFA®, Series 66
New Orleans, LA
Deane Retirement Strategies, Inc.
Todd Tillery is a CFA® charterholder with 19 years of industry experience. He has worked at Deane Retirement Strategies, Inc. since 2002. The firm provides discretionary portfolio management and offers financial and retirement planning services to individual and high-net-worth investors, trusts, estates, and employer-sponsored retirement plans. Deane Retirement Strategies employs a balanced investment approach using stocks, bonds, and ETFs, including some alternative ETF strategies and cryptocurrency exposure, while also providing specialized retirement-plan solutions for plan sponsors.
Michael Y
CFA®, Series 65
New Orleans, LA
Deane Retirement Strategies, Inc.
Michael Yest is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Deane Retirement Strategies, Inc. since 2001 and has also been affiliated with Tulane University since 2000. Deane Retirement Strategies provides discretionary investment management, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a Balanced Management Style that combines equities, fixed income, and cash, with a focus on ETFs and tactical strategies including non-leveraged inverse, enhanced ETFs, and optional cryptocurrency exposure.
Keith D
CFP®, Series 63, Series 65
New Orleans, LA
Deane Retirement Strategies, Inc.
Keith Deane is a CFP® professional with 16 years of experience in financial advising. He has been with Deane Retirement Strategies, Inc. since 2010, where he is part of a four-advisor team based in New Orleans, LA. Deane Retirement Strategies provides discretionary investment management, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm is known for its Balanced Management Style, using a diversified portfolio with tactical ETF strategies and serving as an ERISA investment manager for collectively managed 401(k) programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)