Firm
Costello Financial Planning
Bend, Oregon
Fee-only
Costello Financial Planning at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 109 individual clients, 40 of them high net worth.
- Its average account is about $388,000 (assets it manages divided by its 560 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | costellofinancialplanning.com |
| [email protected] | |
| Phone | (847) 508-6999 |
Costello Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,000,000 |
|---|
In the firm's words
"Have $2 million or more in investable assets" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $217 million |
| Individual clients | 69 |
| High-net-worth clients | 40 |
| Accounts managed | 560 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-122006) |
| Financial planning | Offered |
| Form ADV filed | July 28, 2026 |
| SEC record | CRD 175295 |