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
By the Numbers
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Total Assets Under Management140MILLION
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Total Number of Accounts456ACCOUNTS
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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
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, MI, OR, TX
Financial Advisors at Costello Financial Planning, Inc.
1
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 (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.
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