Robert Costello has been Principal of Costello Financial Planning since March 2015, is a control person of the firm and directly owns between 50% and 75% of it. Robert Costello holds a B.S. in Finance from the University of Illinois at Urbana-Champaign.
Costello Financial Planning, Inc. is a firm with $217M under management, 117 clients and 2 advisers across 3 offices, as of its July 2026 filing.
Rob Costello is Founder of Costello Financial Planning. For over 15 years, he has been a financial advisor.
Robert Costello’s longest registration is the current one, 11 years at Costello Financial Planning since 2015. Before joining Costello Financial Planning in 2015, Robert Costello was registered through Sebold Capital Management, Inc.
- – present · 11 yearsBurlington, VT · Adviser representative · Firm CRD 175295
- Sebold Capital Management, Inc– · 4 yearsNaperville, IL · Adviser representative · Firm CRD 122941
Professional designations
Listed by Costello Financial Planning
- CFP® professional
Investment adviser representative registrations
Robert Costello is registered as an investment adviser representative in 5 states. The first approvals date from April 2015; the most recent is Vermont, in March 2026.
- IllinoisSince 21 April 2015
- MichiganSince 14 April 2015
- OregonSince 12 May 2020
- TexasSince 4 October 2022
- VermontSince 10 March 2026
Examinations
No examinations are on Robert Costello’s record.
- Full name
- Robert Francis Costello
- CRD
- 5907311
- Firm
- Costello Financial Planning · CRD 175295
- Role
- Principal
- Office
- 44 Catherine, Burlington, VT 05401
- Registration
- Investment adviser registration
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- costellofinancialplanning.com
Where does Robert Costello work?
Robert Costello has been Principal of Costello Financial Planning, Inc. since March 2015, and is a control person of the firm.
Is Robert Costello a financial advisor?
Yes. Robert Costello has a current investment-adviser registration in Illinois, Michigan, Oregon, Texas and Vermont, through Costello Financial Planning since April 2015.
How many years of experience does Robert Costello have?
Robert Costello has 15 years in the financial industry, since March 2011, across 2 adviser firms.
Where is Robert Costello based?
Robert Costello’s registered office is in Burlington, VT.
Is Robert Costello registered with FINRA?
No. Robert Costello has no current broker registration.
Is Robert Costello a CFP?
Costello Financial Planning lists Robert Costello with the CFP credential (“CFP® professional”) on its website. CFP Board confirms certification status.
Source: Rob Costello biography, costellofinancialplanning.com
How can I verify Robert Costello’s record?
Search CRD 5907311 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Costello’s full registration record.
