COSTELLO FINANCIAL PLANNING, INC.
SEC RegisteredHelping successful families coordinate investments, taxes, retirement, and life decisions.
About the firm
Costello Financial Planning is a family-owned, fee-only, fiduciary firm that combines the expertise of a Certified Financial Planner™ professional and a Certified Public Accountant to provide integrated financial planning, investment management, and proactive tax planning. The firm serves clients from coast to coast through a highly personalized virtual planning experience. Rob Costello, Paul Costello, and Phil Costello founded the firm, which is rooted in Arlington Heights, IL.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, proactive tax planning (including Roth conversions, tax-loss harvesting, and charitable giving strategies), retirement planning (coordinating Social Security, income, and withdrawal strategies), and evaluation of major financial decisions such as business sales, stock options, pensions, real estate, and inheritances.
Who they serve
Successful individuals, families, and business owners with between $2 million and $20 million of investable assets, including those approaching retirement, recently retired, business owners, executives, and high-net-worth families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 69 | $175M |
| High Net Worth Individuals | 40 | $17M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $19M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.99% |
| $1,000,001 to $2,000,000 | 0.89% |
| $2,000,001 to $3,000,000 | 0.79% |
| $3,000,001 to $4,000,000 | 0.69% |
| $4,000,001 to $5,000,000 | 0.59% |
| Over $5,000,000 | 0.49% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COSTELLO FINANCIAL PLANNING, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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