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Costello Financial Planning, Inc.

Costello Financial Planning, Inc.. CRD 175295

Costello Financial Planning, Inc. logo

CRD: 175295

Costello Financial Planning, Inc.

Arlington Heights, IL
8478942067
$217.1M Total AUM
$185.8M Disc. AUM
22.7% 3Y CAGR
2 Employees
117 ADV. Clients
11 yrs Firm Age

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Firm Details

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

44 Catherine Burlington VT
-- Arlington Heights IL

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

37 AVG AGE
$108.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Beacon Meridian Matrix north

Client Personas

Optima

Custodian

Vital pioneer Value Meridian Momentum catalyst Alpha

Investment Themes

Focus Prime Pioneer

Investment Vehicles

Atlas prime

Services

Quantum Ember Momentum fusion North optima Zenith glacier Ember glacier Harbor Peak element Vertex Quantum north Prime

Technology

Ridge Meridian insight Catalyst Ridge timber Insight

Owner & Executives

ROBERT FRANCIS COSTELLO MR.

ROBERT FRANCIS COSTELLO MR.

PRINCIPAL

CRD
#5907311
Ownership
50% but less than 75%
(915) 371-9185
eagle.crest@northcapital.com
in linkedin.com/in/focus-fusion
Paul Desmond Costello

Paul Desmond Costello

Chief Compliance Officer, Financial Advisor, General Partner, PARTNER

CRD
#6647682
Ownership
25% but less than 50%
(893) 635-2739
focus.alpha@deltacapital.com
in linkedin.com/in/value-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2022
03-15-2023
02-29-2024
03-14-2025
05-05-2026
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

$217.1M Total SMA
Public Funds:
24.4%
Equity - Exchange:
44.4%
Cash:
31.2%
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%

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