LP Profile

Costello Financial Planning

Also known as costello financial planning

Wealth ManagerBend, United StatesFounded 2007
Bend
Headquarters
Investment Focus

About Costello Financial Planning

Costello Financial Planning is a wealth manager based in Bend, US. Founded in 2007.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Costello Financial Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$217.1M
Total Clients
560
Filing Date
May 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Costello Financial Planning across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Costello Financial Planning?

Costello Financial Planning is a wealth manager based in Bend, United States.

Where is Costello Financial Planning headquartered?

Costello Financial Planning is headquartered in Bend, United States.

When was Costello Financial Planning founded?

Costello Financial Planning was founded in 2007.

How can I contact Costello Financial Planning?

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