CRD: 175295
Costello Financial Planning, Inc.
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- Custodian
- Charles Schwab & Company · Deutsche Bank · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Oak meridianPeak peak +more
- Established Date
- 04-14-2015
- Office Locations
- 2
Office Locations
About Costello Financial Planning, Inc.
Costello Financial Planning is a family-owned, fee-only fiduciary firm in Bend, OR and Chicago, IL led by a CFP and CPA. They deliver comprehensive financial planning, tax-focused guidance, investment management, and coaching for households with $1M+ in total account size (with exceptions for high-income earners and business owners). The firm does not sell products or take commissions and typically uses Charles Schwab as custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT FRANCIS COSTELLO MR.
PRINCIPAL
- CRD
- #5907311
- Ownership
- 50% but less than 75%
Paul Desmond Costello
Chief Compliance Officer, Financial Advisor, General Partner, PARTNER
- CRD
- #6647682
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,773,825 | $344,026 |
| Non-Discretionary | $31,308,822 | $1,565,441 |
| Total | $217,082,647 | $387,648 |
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Separately Managed Accounts
Total SMA Asset: $217,082,647
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,660,961,536 | 24.4% |
| Equity - Exchange | $3,022,405,418 | 44.4% |
| Cash | $2,123,852,457 | 31.2% |
| Total | $6,807,219,411 | 100.0% |