Overview
Assets Under Management: $168 million
High-Net-Worth Clients: 47
Average Client Assets: $2.5 million
Frequently Asked Questions
COSTELLO FINANCIAL PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175295), COSTELLO FINANCIAL PLANNING, INC. is subject to fiduciary duty under federal law.
COSTELLO FINANCIAL PLANNING, INC. serves 47 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, COSTELLO FINANCIAL PLANNING, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COSTELLO FINANCIAL PLANNING, INC. manages $168 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, COSTELLO FINANCIAL PLANNING, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.24%
Average Client Assets: $2.5 million
Total Client Accounts: 575
Discretionary Accounts: 499
Non-Discretionary Accounts: 76
Regulatory Filings
CRD Number: 175295
Filing ID: 1954749
Last Filing Date: 2025-03-14 16:02:00