# Deane Retirement Strategies, Inc.

> Deane Retirement Strategies, Inc. is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 127096
- Filed as: DEANE RETIREMENT STRATEGIES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127096
- AdvisorCensus page: https://advisorcensus.com/firm/deane-retirement-strategies-inc-new-orleans-la-127096

## Quick answers

**How is Deane Retirement Strategies, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Deane Retirement Strategies, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Deane Retirement Strategies, Inc. located?**
Deane Retirement Strategies, Inc.'s principal office is in New Orleans, LA, according to its Form ADV.

**Is Deane Retirement Strategies, Inc. registered with the SEC or a state?**
Deane Retirement Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 127096.

**How much does Deane Retirement Strategies, Inc. manage?**
Deane Retirement Strategies, Inc. reports $250,732,080 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Deane Retirement Strategies, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Deane Retirement Strategies, Inc.: Regulatory assets under management: $201,365,790 in the October 2021 data and $250,732,080 in the October 2026 data, up 25%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Deane Retirement Strategies, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (55).

**Which custodians does Deane Retirement Strategies, Inc. use?**
Deane Retirement Strategies, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Deane Retirement Strategies, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127096

**Does Deane Retirement Strategies, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 22, 2026 says: "Deane Retirement does not impose a minimum asset requirement and will not waive or reduce its minimum investment advisory fee"

**What changed in Deane Retirement Strategies, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $216,338,935 to $250,732,080 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 22, 2026)

- Account minimum: None

> Deane Retirement does not impose a minimum asset requirement and will not waive or reduce its minimum investment advisory fee

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $250,732,080
- Discretionary: $250,732,080
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $25,676,707 |
| High net worth individuals | 82 | $223,233,102 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,822,271 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2007 (19 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- deaneretire.com
- Facebook @DEANERETIRE
- LinkedIn @DEANE-RETIREMENT-STRATEGIES-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $201,365,790 | 5 | March 30, 2021 |
| October 2022 | $202,456,645 | 5 | March 28, 2022 |
| October 2023 | $188,627,498 | 6 | March 22, 2023 |
| October 2024 | $198,286,504 | 5 | March 1, 2024 |
| October 2025 | $216,338,935 | 6 | March 1, 2025 |
| October 2026 | $250,732,080 | 5 | March 23, 2026 |

Regulatory assets under management: $201,365,790 in the October 2021 data and $250,732,080 in the October 2026 data, up 25%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $216,338,935 to $250,732,080 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Deane Retirement Strategies, Inc. (CRD 127096): Form ADV filing data as of October 2026.