Robert Costello is a CFP-designated registered investment advisor at Costello Financial Planning, INC., based in Bend, OR, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Investment Management, and 4 more. Their firm serves 119 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $3.0M | 0.79% |
| $3.0M - $4.0M | 0.69% |
| $4.0M - $5.0M | 0.59% |
| $5M+ | 0.49% |
Fees are negotiable. There is a minimum quarterly billing of $2,500.
Fee Estimator
Contact
Robert Costello
Location
Bend, OR
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert provides reconciliation and bookkeeping services to Costello, McMahon, Burke and Murphy, LTD, dedicating minimal time. He is also a contractor for Brothers Tax LLC, a tax preparation business, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Costello Financial Planning, INC.
Previous Registrations
Sebold Capital Management, INC
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams