Costello Financial Planning, Inc.

About Costello Financial Planning, Inc.

<p>Built around fee-only advice and an evidence-based investing style, this firm avoids commissions and product sales. Costello Financial Planning, Inc. is based in Chicago and works with clients across the Chicago metro area and beyond through offices in Arlington Heights, Illinois; Bend, Oregon; and Ann Arbor, Michigan.</p> <p>Founded in 2015, the practice focuses on long-term planning and portfolio management for families and business owners, with extra attention to retirement decisions and tax-aware planning. The team includes CFP&reg; professional Rob Costello and CPA Paul Costello, which helps clients coordinate investment and tax conversations in one place.</p> <p>Costello Financial Planning provides 3(21) fiduciary services for retirement plans and works with medical professionals, entrepreneurs, attorneys, and university employees. The firm reports $0.1B in AUM (2026) and is a NAPFA-Registered Financial Advisor.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) fiduciary support</li> <li>Financial planning for retirement, estate planning, and charitable giving</li> <li>Investment management using an evidence-based approach</li> <li>Tax-aware planning for households and business owners</li> </ul>

Website: https://www.napfa.org/member/30081/9041

Founded: 2015