# Costello Financial Planning

Costello Financial Planning is a Bank / Wealth / Trust based in Arlington Heights, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Arlington Heights, United States
- **Region:** North America
- **Address:** Arlington Heights, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** costellofinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/costello-financial-planning

## Regulatory record

- **CRD number:** 175295
- **SEC file number:** 801-122006
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-05T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175295

## About

Costello Financial Planning began operations in 2007. It functions as a registered investment advisor serving multiple client types through standard advisory arrangements. The firm focuses on investment advisory and financial planning. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the past 24 months have been identified. Governance and ownership details are not publicly specified beyond the firm's RIA registration.

## Questions

### Who runs investment decisions at Costello Financial Planning?

No named principals or CIO appear in public records.

### What investment stages does Costello Financial Planning typically target?

No stage preferences are disclosed in the source material.

## Related profiles

- [Costello Asset Management](https://altss.com/profile/costello-asset-management)
- [CoStone Capital](https://altss.com/profile/costone-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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