Costello Financial Planning, Inc.
Costello Financial Planning, Inc. (CRD# 175295) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $23,662,073 in 101 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts101ACCOUNTS
Average Account Value$234,278
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Costello (CRD# 5907311) is an Investment Advisor Representative working at Costello Financial Planning, Inc. in Ann Arbor, MI and has 1 year of experience in the finance industry. Robert Costello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.