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| Keyboard |
| Costello Financial Planning Inc
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|---|---|
| CRD # | 175295 |
| SEC # | 801-122006 |
| CIK # | |
| AUM | 217.1 M (2026-05-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 847-894-2067 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 175.2 |
| (b) Individuals (high net worth individuals) | 40 | 17.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 19.3 |
| (h) Charitable organizations | 1 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 560 | 217.1 |
| By Discretionary | ||
| Discretionary | 540 | 185.8 |
| Non-Discretionary | 20 | 31.3 |
| Total | 560 | 217.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.1 | |
| Total | 560 | 217.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Affinity Wealth LLC
✚
|
OH | 217.5 M |
|
Wealthtrust Asset Management LLC
✚
|
FL | 217.4 M |
|
New Horizon Financial Strategies LLC
✚
|
NY | 217.2 M |
|
Polaris Investment Advisors LLC
✚
|
MA | 217.1 M |
|
Paladin Wealth LLC
✚
|
MN | 216.9 M |
|
Lifetime Wealth Management PC
✚
|
TX | 216.9 M |
|
The Simmons Partnership Inc
✚
|
MD | 216.5 M |
|
Aegis Wealth Management Inc
✚
|
IA | 216.5 M |
|
Hofer & Associates Inc
✚
|
CA | 216.4 M |
|
Prosperity Advisory Group LLC
✚
|
NY | 216.0 M |