Costello Financial Planning, Inc.
Costello Financial Planning, Inc. (CRD# 175295) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $17,500,314 in 80 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$218,754
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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.