COSTELLO FINANCIAL PLANNING, INC.

ARLINGTON HEIGHTS, Illinois·2 registered advisors·CRD# 175295
SEC# 801-1220062847-508-6999
01

Firm Overview

AUM
$140M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COSTELLO FINANCIAL PLANNING, INC.

2 registered advisors
Paul Desmond Costello
ARLINGTON HEIGHTS, Illinois
Robert Francis Costello
ARLINGTON HEIGHTS, Illinois
05

Office Locations

ARLINGTON HEIGHTS, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. COSTELLO FINANCIAL PLANNING, INC. (CRD# 175295) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.