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Robert Francis Costello

COSTELLO FINANCIAL PLANNING, INC.·ARLINGTON HEIGHTS, Illinois
Unclaimed Profile
1202 E CLARENDON ST, ARLINGTON HEIGHTS, IL 60005CRD# 5907311Firm CRD# 175295
01

About

Robert Francis Costello is a registered financial advisor based in ARLINGTON HEIGHTS, Illinois, affiliated with COSTELLO FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COSTELLO FINANCIAL PLANNING, INC.
COSTELLO FINANCIAL PLANNING, INC.
AUM
$140M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COSTELLO FINANCIAL PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5907311
Firm CRD# 175295
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Kimberly Rae Taylor — VANTAGE FINANCIAL PARTNERS LIMITEDRichard Steven Babjak — MIDWAY WEALTH PARTNERS, LLCRobert Daniel Yarosz — WORLD EQUITY GROUP, INC.Barry Neal Link — WORLD EQUITY GROUP, INC.Michael Richard Rohrwasser — VANTAGE FINANCIAL PARTNERS LIMITED
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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