Costello Financial Planning, Inc.
Costello Financial Planning, Inc. is an SEC-registered wealth manager with $217.1M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Costello Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175295, SEC 801-122006, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $217.1M (2026-05-05)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 117
- CRD
- 175295
- Ownership
- COSTELLO, ROBERT, FRANCIS; Costello, Paul, Desmond
How much AUM does Costello Financial Planning, Inc. have?
Costello Financial Planning, Inc. reported $217.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Costello Financial Planning, Inc.?
Disclosed owners and executives of Costello Financial Planning, Inc. include COSTELLO, ROBERT, FRANCIS, Costello, Paul, Desmond. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.