SEC Form ADV

COSTELLO FINANCIAL PLANNING, INC.

Firm profile: Costello Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser

$217.1M

Assets Under Management

Employees

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Registration Details

Accession: crd-175295
Filing Date: July 28, 2026
AUM: $217.1M
Institutional Clients: 4
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

COSTELLO FINANCIAL PLANNING, INC. is a registered investment adviser, managing approximately $217.1M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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