Rob Costello

CFP®

Costello Financial Planning

Financial Advisor

Rob Costello

CFP®

Costello Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rob Costello, CFP®

734-619-0543

Fee-Only Financial Planner serving the Ann Arbor, MI and Chicago IL areas.

Rob Costello is a Ann Arbor, MI fee-only financial planner. Costello Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rob Costello is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

A simple belief founded Costello Financial Planning. We put our clients first and they take care of us. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, receive any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach.

Rob Costello founded Costello Financial Planning and has worked on a multitude of wealth management issues with clients. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.This strategic process helped clients stay their course through the 2008 financial crisis and eventual recovery.

Rob focuses on helping professionals and their families by providing wealth management solutions. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting their assets, and charitable giving.

Successful professionals and families work with Rob to:

-Develop and implement a comprehensive wealth management plan to help them reach their lifelong financial goals.
-Make smarter decisions in today’s uncertain political, economic and social environment.
-Obtain an independent second opinion from a top financial advisor in their community.

Rob received his B.S. from the University of Illinois at Urbana-Champaign, where he studied Finance. In 2010, he earned his Certified Financial Planner certification. In 2012, he completed his CPA Preparation from Northwestern University School of Continuing Studies.

Rob started his wealth management career in 2007 for a boutique wealth management firm in the Chicagoland area.

Rob is actively involved in Arlington Heights and Ann Arbor community. He is a member of Kiwanis Ann Arbor and on the board St. Viator Business Forum along with other advisory associations.

Rob Costello is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
We offer a comprehensive approach that provides independent, objective advice.

Costello Financial Planning primarily works with individuals and families with portfolio values over $500,000. Our retirement plan consulting and private foundations services provide planning and investment consulting to business owners, boards, and trustees.

Visit our Finanical Services page on our website for details.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Rob Costello is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Rob Costello is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Dimensional Funds
    Costello Financial Planning has access to Dimensional Funds

    The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.

Contact Rob Costello

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Office Locations:

  • 103 E. Liberty St.
    Suite 202-A
    Ann Arbor, MI 48104
  • 150 N. Wacker Drive
    Suite 3050
    Chicago, IL 60606

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