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Home > Retirement Planners > oregon > bend > COSTELLO FINANCIAL PLANNING, INC.
COSTELLO FINANCIAL PLANNING, INC.
61115 Minaret Circle
Suite 250 Office #1
Bend, Oregon 97702
Tel: 847-508-6999
About COSTELLO FINANCIAL PLANNING, INC.
COSTELLO FINANCIAL PLANNING, INC, formally registered with the SEC as COSTELLO FINANCIAL PLANNING, INC. The firm was established in 08/04/2021. They have over 4 offices throughout the country.
COSTELLO FINANCIAL PLANNING, INC. is a Bend, Oregon based Financial Planning firm with nearly $115,657,476 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 175295 |
| SEC# | 801-122006 |
| Assets Managed by Firm | $115,657,476 |
| No. of Clients | 392 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 392 | $115,657,476 |
| Individuals (other than high net worth individuals) | 59 | $26,109,676 |
| High net worth individuals | 37 | $75,931,076 |
| Pension and profit sharing plans | 4 | $12,098,197 |
| Charitable organizations | 1 | $1,518,527 |
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