Paul
Costello
Costello Financial Planning, Inc
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About this Advisor
Paul Costello is a financial advisor based out of Arlington Heights, Illinois with a total of 4 years of relevant experience. Costello is on the advisory team at Costello Financial Planning, Inc. The advisor has gained experience at Deutsche Bank Securities, Inc, Cme Group Inc and Costello Financial Planning. Costello has a Series 65 license, certifying them as an investment advisor representative, and can work in Illinois and Michigan. Costello Financial Planning, Inc is a company based in Bend, OR. The company has offices in three locations and just two advisors. It has $116 million in total assets across its 392 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 392 client accounts, 37% belong to high-net-worth clients who have more than $1 million in assets available to invest. Costello Financial Planning, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Costello Financial Planning, Inc can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Costello Financial Planning, Inc Brokerage Details
$115,657,476
2
392
$295,045
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Paul Costello Work History
Paul has been registered as a financial advisor for 4 years.*
Costello Financial Planning
Deutsche Bank Securities, Inc
Cme Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Costello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Costello Financial Planning, Inc
Arlington Heights, IL
Bend, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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