Robert Francis Costello
Investment adviser representative at Costello Financial Planning, Inc.
11 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$217.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Costello Financial Planning, Inc.Apr 2015 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 5 states (IL, MI, OR, TX, VT).
Costello Financial Planning, Inc.
$217.1MAssets managed
117Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5907311
- Firm CRD
- 175295