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Robert Francis Costello

PrincipalCostello Financial Planning, Inc.CRD 5907311

About Robert Francis Costello

Robert Francis Costello is listed as Principal at Costello Financial Planning, Inc.. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Costello Financial Planning, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Francis Costello work?

Robert Francis Costello is listed as Principal at Costello Financial Planning, Inc. on SEC Form ADV.

How much of Costello Financial Planning, Inc. does Robert Francis Costello own?

Form ADV reports a beneficial ownership band of 50-75%.

Costello Financial Planning, Inc.

TitlePrincipal
Ownership50-75%
Control personYes
Since2015