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COSTELLO FINANCIAL PLANNING, INC.
CRD 175295 · SEC 801-122006
VT, United States
Phone
847-894-2067
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.1M
Discretionary AUM
$185.8M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $175.2M |
| High net worth individuals | 40 | $17.1M |
| Pension/profit sharing plans | 3 | $19.3M |
| Charitable organizations | 1 | $2.4M |
| Corporations/business entities | 4 | $3.0M |
States served
VT, IL, MI, OR, TX
All web addresses on file
Official SEC filing: View on IAPD