SEC Form ADV

COSTELLO FINANCIAL PLANNING, INC.

Registered Investment Adviser
$217.1M
Assets Under Management
560
Total Clients
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Registration Details

Accession
CRD-175295
Filing Date
May 5, 2026
AUM
$217.1M
Total Clients
560
Amendment
No

About this Adviser

COSTELLO FINANCIAL PLANNING, INC. is a registered investment adviser, managing approximately $217.1M in assets across 560 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.