# COSTELLO FINANCIAL PLANNING, INC.

COSTELLO FINANCIAL PLANNING, INC. of ARLINGTON HEIGHTS, IL is an SEC-registered investment adviser.

## Registration

- CRD: 175295
- Type: SEC-registered investment adviser
- SEC file number: 801-122006
- Location: 1202 E CLARENDON ST, ARLINGTON HEIGHTS, IL, 60005
- Phone: 847-894-2067
- Latest filing: 2026-07-28
- Regulatory AUM: $217.1M
- Discretionary AUM: $185.8M
- Non-discretionary AUM: $31.3M
- Clients: 2
- Accounts: 560

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [Robert Francis Costello](https://search.stillhousedata.com/person/671660) | PRINCIPAL | — |
| [Paul Desmond Costello](https://search.stillhousedata.com/person/699660) | CHIEF COMPLIANCE OFFICER, PARTNER | — |
| [COSTELLO PAUL FRANCIS](https://search.stillhousedata.com/person/763008) | PRINCIPAL | — |
| [Costello Paul Desmond](https://search.stillhousedata.com/person/865470) | CHIEF COMPLIANCE OFFICER, PARTNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHICAGO | IL | 1 | 847-508-6999 |
| BURLINGTON | VT | 1 | 847-508-6999 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175295/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175295/similar
- Related entities: https://search.stillhousedata.com/firm/175295/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175295

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.