Costello Financial Planning, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 175295
- Registered since
- August 4, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals80.72%
- Pension & Profit Sharing Plans8.9%
- HNWI7.88%
- Corporations / Businesses1.38%
- Charitable Organizations1.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Costello Financial Planning, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm provides financial planning and portfolio management for individuals and small businesses, with additional pension consulting capabilities. It serves both individual and family clients as well as institutional clients and charges clients via a mix of asset-based fees and fixed fees. The firm also lists accounting and other financial product sales among its business activities. Costello does not operate as a capital allocator or sponsor of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities14%
- Cash & Cash Equivalents9%
Contacts
2 of 2
Robert Costello
FounderCRD 5907311
Paul Costello
PartnerCRD 6647682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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