AdvisorOS Directory
Claim Profile
Unclaimed Profile
RC

Robert Francis Costello

COSTELLO FINANCIAL PLANNING, INC.·ARLINGTON HEIGHTS, Illinois
Clean record15 years registeredCOSTELLO FINANCIAL PLANNING, INC.
1202 E CLARENDON ST, ARLINGTON HEIGHTS, IL 60005CRD# 5907311Firm CRD# 175295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Francis Costello · ARLINGTON HEIGHTS, IL
Registration
CRD #5907311 · COSTELLO FINANCIAL PLANNING, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

COSTELLO FINANCIAL PLANNING, INC.
Apr 2015 – present
SEBOLD CAPITAL MANAGEMENT, INC
Mar 2011 – Apr 2015
NAPERVILLE, IL
02

Registrations & Exams

Registration record
First registered · March 30, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COSTELLO FINANCIAL PLANNING, INC.
CRD 175295 · SEC 801-122006
AUM
$140M
Regulatory assets under management
Employees
2
456 client accounts
Services offered by COSTELLO FINANCIAL PLANNING, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COSTELLO FINANCIAL PLANNING, INC. →
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ARLINGTON HEIGHTS?

Browse all registered financial advisors in ARLINGTON HEIGHTS, Illinois or claim this profile if it's yours.

Browse ARLINGTON HEIGHTS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Francis Costello offer?
Robert Francis Costello specializes in Financial Planning, Investment Management. Contact their office in ARLINGTON HEIGHTS, Illinois for a consultation.
What are Robert Francis Costello's credentials?
Robert Francis Costello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Francis Costello located?
Robert Francis Costello is based in ARLINGTON HEIGHTS, Illinois, working with COSTELLO FINANCIAL PLANNING, INC.. Their office serves clients in the ARLINGTON HEIGHTS metropolitan area and surrounding communities.
How does Robert Francis Costello charge for services?
Robert Francis Costello's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COSTELLO FINANCIAL PLANNING, INC.?
COSTELLO FINANCIAL PLANNING, INC. has approximately 2 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COSTELLO FINANCIAL PLANNING, INC.

Paul Desmond Costello
ARLINGTON HEIGHTS, IL

More Advisors in ARLINGTON HEIGHTS, Illinois

Kimberly Rae Taylor
VANTAGE FINANCIAL PARTNERS LIMITED·ARLINGTON HEIGHTS, IL
John Thomas Hollahan
ARLINGTON CAPITAL MANAGEMENT, INC.·ARLINGTON HEIGHTS, IL
Bradley Kent Walton
SIGNATURE FINANCIAL SERVICES, LTD·ARLINGTON HEIGHTS, IL
Daniel Scott Short
DIRECTIONAL ASSET MANAGEMENT, LLC·ARLINGTON HEIGHTS, IL
Robert Christian Acri
WORLD EQUITY GROUP, INC.·ARLINGTON HEIGHTS, IL
Michael Richard Rohrwasser
VANTAGE FINANCIAL PARTNERS LIMITED·ARLINGTON HEIGHTS, IL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile