Paul Costello
Costello Financial Planning · Arlington Heights, Illinois
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.
Request an introduction to Paul →
Facts
| Firm | Costello Financial Planning |
|---|---|
| Based in | Arlington Heights, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $217.1M across 560 accounts |
| SEC registration | Investment adviser representative in IL, MI · CRD 6647682 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.costellofinancialplanning.com |
How Paul's firm compares
- Costello Financial Planning's average account is about $388,000, from its Form ADV (assets managed divided by 560 accounts).
Request an introduction to Paul
Tell Paul a little about what you're looking for. Paul isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Paul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.