Costello Financial Planning, Inc.
● SEC registered since 2021CRD 175295SEC# 801-122006
Reg. AUM
$217.1M
Employees
2
Accounts
560
Location
—
Costello Financial Planning, Inc. assets under management
Costello Financial Planning, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $217.1 million in regulatory assets under management and employs 2 people.
Costello Financial Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Desmond Costello | Chief Compliance Officer, Partner | 25-50% | 2019 |
| Robert Francis Costello Control | Principal | 50-75% | 2015 |
Frequently asked questions
How much does Costello Financial Planning, Inc. manage?
Costello Financial Planning, Inc. reports $217.1 million in regulatory assets under management on its Form ADV.
How many employees does Costello Financial Planning, Inc. have?
Costello Financial Planning, Inc. reports 2 employees.
Does Costello Financial Planning, Inc. disclose fund performance?
Costello Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 847-894-2067 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.1M▲ 55%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$217.1Mregulatory AUM
Discretionary $185.8MNon-discretionary $31.3M