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About Costello Financial Planning, Inc.
Costello Financial Planning is a trusted fiduciary fee-only financial planning firm with a client-centric approach. Operating in Bend, OR; Ann Arbor, MI; and Chicago, IL, they've been dedicated to treating clients like family since their inception in 2007. Their belief in family-oriented service has earned them client loyalty and referrals.
As a fee-only firm, they do not engage in product sales or accept commissions, ensuring a commitment to their evidence-based philosophy and the best interests of their clients. Costello Financial Planning operates under a fiduciary standard at all times, emphasizing transparency, competitive pricing, and conflict of interest minimization.
The firm is led by Rob Costello, a Certified Financial Planner (CFP), and Paul Costello, a Certified Public Accountant (CPA). These designations represent the gold standard in the financial service industry, guaranteeing clients a high level of expertise.
With over a decade of experience, they have navigated clients through bull and bear markets, providing financial guidance and peace of mind.
Pricing options
Regulatory filings
Areas of specialty
- Asset Management
- Estate Planning
- Financial Planning
- Tax Planning
More about Costello Financial Planning, Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 175295 | 2 |
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