Rob Costello

CFP®

Costello Financial Planning

Founder, Financial Advisor

Rob Costello

CFP®

Costello Financial Planning

Founder, 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®

Fee-Only Financial Planner serving clients across the country from offices in Bend OR, Ann Arbor MI, and Chicago IL.

Rob Costello is a fee-only financial planner with offices in Bend, OR, Ann Arbor, MI and Chicago, IL. Costello Financial Planning provides comprehensive financial planning, asset managementtax planning, and estate planning to help families, trial lawyers, and small business owners 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.

For over 10 years, Rob Costello has been a fee-only financial advisor. Rob received his B.S. in Finance from the University of Illinois at Urbana-Champaign. He is a Certified Financial Planner™ and completed his CPA Preparation from Northwestern University School of Continuing Studies. The most important things to Rob are family, friends, and being there for his clients. Rob is passionate about aligning clients’ life goals with their finances and inspiring them to succeed. To reflect and reenergize, Rob loves to go on walks, hikes, and adventures with his family. He loves golfing, fishing, and playing all sports with friends.

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

The National Association of Personal Financial Advisors (NAPFA) is a 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.

Costello Financial Planning is a fiduciary fee-only financial planning firm serving the Bend, OR, Ann Arbor, MI, and Chicago, IL areas. Since starting in financial planning in 2007, our first clients were family. As we grow, our philosophy stays the same: Treat clients like family, and everything will take care of itself. 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, and it never receives any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach. Rob Costello is a Certified Financial Planner and Paul Costello is Certified Public Accountant.

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 a 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

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

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
  • 1001 SW Disk Dr
    Suite 250, Office #1
    Bend, OR 97702

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