COSTELLO FINANCIAL PLANNING, INC. is a Bend, Oregon based financial advisory firm with nearly $120,149,326 in assets under management and provides investment advisory services for 333 clients. There are currently 2 financial advisors at the firm.
General Information |
| Firm CRD#: | 175295 | |
| SEC#: | 801-122006 | |
| Assets under Management: | $120,149,326 | |
| No. of Clients: | 333 | |
| No. of Advisors: | 2 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| JGP WEALTH MANAGEMENT, LLC | 290694 | 801-112288 | 2086 | 12 | $979,379,206 |
| NORTHWEST QUADRANT WEALTH MANAGEMENT | 158455 | 801-72636 | 1802 | 5 | $441,126,333 |
| STANGIER WEALTH MANAGEMENT | 171336 | 801-111889 | 1286 | 4 | $217,000,000 |
| CLEARVIEW WEALTH ADVISORS, LLC | 305737 | 801-117527 | 1090 | 6 | $217,573,000 |
| RAIN CAPITAL MANAGEMENT | 158996 | 801-72744 | 684 | 6 | $437,179,560 |
| THE H GROUP WASHINGTON, INC. | 300464 | 801-114735 | 676 | 5 | $181,860,014 |
| NORTHLINE WEALTH MANAGEMENT LLC | 150422 | 801-107657 | 634 | 6 | $252,719,596 |
| NORTH RIDGE WEALTH ADVISORS, INC. | 157516 | 801-121589 | 442 | 2 | $130,177,138 |
| SHEPPARD WEALTH MANAGEMENT, LLC | 171444 | 801-109989 | 411 | 3 | $174,957,161 |
| DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | 801-72021 | 341 | 12 | $1,323,846,005 |
| FOSTER & WOOD, INC. | 165362 | 801-120625 | 179 | 2 | $137,409,513 |
| RUTHERFORD INVESTMENT MANAGEMENT | 167545 | 801-117368 | 129 | 3 | $201,521,925 |
| ENDEAVOUR CAPITAL | 160800 | 801-73250 | 10 | 23 | $2,439,276,959 |
| VARIANT INVESTMENTS | 289261 | 801-113357 | 2 | 11 | $1,624,000,000 |
| REALLOCATE | 291921 | 801-112828 | 1 | 5 | $1,300,000 |
| ZUNA, LLC | 306113 | 801-117623 | 1 | 4 | $2,640,011 |