Costello Financial Planning, Inc.
Bend, Oregon
Costello Financial Planning, Inc. is a reputable small investment advisory firm based out of Bend, Oregon. With over 60 individual clients and a staggering $115,657,000 in assets under management, they have established themselves as a trusted financial partner. Their success can be attributed to their comprehensive range of services, including accounting and financial planning.
Despite the fact that 401K and individual accounts make up less than 30% of their assets under management, Costello Financial Planning, Inc. possesses the expertise and capacity to effectively handle employer funds. Impressively, 79% of the assets they ma...
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Assets Under Mgmt
$115.66M
Investment Professionals
2
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other Business Activities
Accountant or accounting firm
Other Financial product salesperson
Articles
Articles
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