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COSTELLO FINANCIAL PLANNING, INC.

· CRD 175295 · IAPD ↗ · costellofinancialplanning.com · 847-894-2067

$217.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — COSTELLO FINANCIAL PLANNING, INC. notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — COSTELLO FINANCIAL PLANNING, INC. reported RAUM up 29% ($168.1M -> $217.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — COSTELLO FINANCIAL PLANNING, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
March 2024 — COSTELLO FINANCIAL PLANNING, INC. moved its main office from BEND, OR to ARLINGTON HEIGHTS, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.