COSTELLO FINANCIAL PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$217,082,647
Discretionary
$185,773,825
Non-discretionary
$31,308,822
Firm details
- CRD number
- 175295
- SEC file number
- 801-122006
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.