Investment adviser · CRD 175295
COSTELLO FINANCIAL PLANNING, INC.
Investment adviser filing (IA)
· Form ADV filed Jul 28, 2026
- Regulatory AUM
- $217M Form ADV · Item 5.F
- Client accounts
- 560 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 69 | $175,221,070 | 80.7% |
| Retirement plans | Fewer than 5 | $19,320,801 | 8.9% |
| High-net-worth individuals | 40 | $17,110,988 | 7.9% |
| Corporations & businesses | Fewer than 5 | $3,002,813 | 1.4% |
| Charities | Fewer than 5 | $2,426,975 | 1.1% |
Filing source
Form ADV 2120751 · Jul 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
CRD 175295
Filing source
Form ADV 2120751 · Jul 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.