# De Cesare Retirement Specialists

> De Cesare Retirement Specialists is a state-registered investment advisory firm in Marlton, NJ, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 121458
- Filed as: DE CESARE RETIREMENT SPECIALISTS
- Legal name: Steve Decesare Ltd
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marlton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121458
- AdvisorCensus page: https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458

## Quick answers

**How is De Cesare Retirement Specialists compensated?**
On its Form ADV (Item 5.E, October 2026), De Cesare Retirement Specialists reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is De Cesare Retirement Specialists located?**
De Cesare Retirement Specialists' principal office is in Marlton, NJ, according to its Form ADV.

**Is De Cesare Retirement Specialists registered with the SEC or a state?**
De Cesare Retirement Specialists is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 121458.

**How much does De Cesare Retirement Specialists manage?**
De Cesare Retirement Specialists reports $38,113,004 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (97% discretionary).

**What types of clients does De Cesare Retirement Specialists serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (12).

**Does De Cesare Retirement Specialists report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121458

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $38,113,004
- Discretionary: $36,833,330
- Non-discretionary: $1,279,674

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $7,852,684 |
| High net worth individuals | 12 | $30,260,320 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- decesareretirement.com
- fivestarprofessional.com/Spotlights/150203
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/678df60f-c9ec-4964-8c9a-b002c7950cb1
- plannersearch.org/financial-advisor/steve-decesare
- LinkedIn @DECESARE-RETIREMENT-SPECIALISTS
- LinkedIn @stevedecesare

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. De Cesare Retirement Specialists (CRD 121458): Form ADV filing data as of October 2026.