COSTELLO FINANCIAL PLANNING, INC.

COSTELLO FINANCIAL PLANNING, INC. of ARLINGTON HEIGHTS, IL is an SEC-registered investment adviser (CRD 175295). Regulatory assets under management: $217.1M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

NameRoleLocation
Robert Francis CostelloPRINCIPAL
Paul Desmond CostelloCHIEF COMPLIANCE OFFICER, PARTNER
COSTELLO PAUL FRANCISPRINCIPAL
Costello Paul DesmondCHIEF COMPLIANCE OFFICER, PARTNER

Branch offices (2)

CityStateEmployeesPhone
CHICAGOIL1847-508-6999
BURLINGTONVT1847-508-6999

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