Updated October 31, 2023
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Costello Financial Planning, Inc.

Investment Advisor Firm
Total assets under management$116M
Years in business17+

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

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Asset Management
  2. Estate Planning
  3. Financial Planning
  4. Tax Planning

More about Costello Financial Planning, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1752952

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Pricing options

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