Costello Financial Planning, Inc.

Costello Financial Planning, Inc. (CRD# 175295) is a financial advisory firm headquartered in Arlington Heights, IL. They manage $139,780,927 in 456 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1202 E Clarendon St, Arlington Heights, IL 60005
https://www.linkedin.com/company/costello-financial-planning
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $306,537
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MI, OR, TX

Financial Advisors at Costello Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul Costello, financial advisor Arlington Heights IL
Paul D. Costello
CRD#: 6647682
Arlington Heights, IL

Paul Costello (CRD# 6647682) is an Investment Advisor Representative working at Costello Financial Planning, Inc. in Arlington Heights, IL and has over 5 years of experience in the finance industry.

2
Robert Costello, financial advisor Bend OR
Robert F. Costello
CRD#: 5907311
Bend, OR

Robert Costello (CRD# 5907311) is an Investment Advisor Representative working at Costello Financial Planning, Inc. in Bend, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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