# Paul Costello

> Paul Costello is a fee-only financial advisor at Costello Financial Planning in Arlington Heights, Illinois. Costello Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-costello/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Costello Financial Planning
- **Based in:** Arlington Heights, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $217.1M across 560 accounts
- **CRD:** 6647682 (https://adviserinfo.sec.gov/individual/summary/6647682)
- **SEC registration:** Investment adviser representative in IL, MI
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.costellofinancialplanning.com

## Frequently asked questions

### Is Paul Costello a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Costello Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, Costello Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Paul Costello based?

Paul Costello is based in Arlington Heights, Illinois.

### Is Paul Costello registered with the SEC?

Yes. Paul Costello is registered as an investment adviser representative in IL and MI (CRD 6647682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Costello Financial Planning manage?

Costello Financial Planning reports $217.1M across 560 accounts in assets under management.

### How do I contact Paul Costello?

Through Paul's website, www.costellofinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6647682): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.