Who We Are 

Costello Financial Planning is a family-owned business. We are a fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Rob Costello is a Certified Financial Planner and Paul Costello is a Certified Public Accountant. Since starting in financial planning industry in 2007, our first clients were family. We chose this profession because it gave us the opportunity to  use our skills in finance and tax to help people protect and grow their wealth. Costello Financial Planning does not sell any products, and it never receives any commissions or kickbacks. In addition to our client-focused structure, we believe our clients work with us because of our advice, coaching, and services will be considerably greater benefit than our cost. As we have grown, our philosophy stays the same: Treat clients like family, and everything will take care of itself. We believe this is the primary reason clients often refer their friends, family, and colleagues.

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Who We Work With

You need help with your financial plan.

You are looking for a trusted advisor.

You believe successful investing is goal-focused and planning-driven.

You believe successful investing revolves around a robust financial plan.

You are looking to optimize for taxes.

You are looking for professional financial guidance and investment coaching.

Your Total Account Size: $1,000,000+

Frequently Asked Questions

What are your Fees?

There are two fee structures we work with our clients. One is a percentage based on the assets we manage. The other is a flat fee based on complexity and services provided. We always try to find the best fit to create a win-win fee structure for our clients.

 

Do you have a minimum account size?

Yes, your total account size is $1,000,000+. We do make exceptions for high-income earners and business owners.

 

Are you a Fiduciary?

Yes, we are a fiduciary and fee-only.

 

If we were to work together, which custodian would you recommend?

We would recommend Charles Schwab as our Custodian. A custodian safeguards your assets. Learn more by clicking at https://advisorservices.schwab.com/navigating-risk-regulation/asset-safety