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).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $218,754
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MI

Financial Advisors at Costello Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert F. Costello
CRD#: 5907311
103 E. Liberty St., Suite 202-a, Ann Arbor, MI 48104
90
Wealthminder
score

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.

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