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 RIA and corporation that registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Costello also performs accounting work and acts as an other financial product salesperson, and it charges clients via a percentage-of-AUM model and fixed fees. The firm does not present itself as a capital allocator and is not identified as an active ESG investor.
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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