Robert Costello
Costello Financial Planning · Bend, Oregon
Robert Costello is a fee-only financial advisor at Costello Financial Planning in Bend, Oregon, who holds the CFP credential. Robert focuses on retirement planning, tax planning and estate & legacy planning. Costello Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- Executives
- High earners
- Multi-generational families
Facts
| Firm | Costello Financial Planning |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $217.1M across 560 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MI, OR, TX, VT · CRD 5907311 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | costellofinancialplanning.com |
| Profile |
How Robert's firm compares
- Costello Financial Planning's average account is about $388,000, from its Form ADV (assets managed divided by 560 accounts).
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Questions about Robert
Is Robert Costello a fee-only financial advisor?
Yes. Robert Costello is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert's firm, Costello Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Robert charge?
According to Costello Financial Planning's website, checked October 28, 2026: a $2,000,000 asset minimum.
Does Robert work with clients virtually?
Yes. Costello Financial Planning says on its website that it works with clients remotely.
Where is Robert Costello based?
Robert Costello is based in Bend, Oregon.
What does Robert specialize in?
Robert's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, family wealth transfer and pension planning. Robert works with pre-retirees, retirees, founders, executives and high earners.
What credentials does Robert Costello hold?
Robert Costello holds the CFP credential.
Is Robert Costello registered with the SEC?
Yes. Robert Costello is registered as an investment adviser representative in IL, MI, OR, TX and VT (CRD 5907311), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Robert Costello?
Through Robert's website, costellofinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Costello Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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