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Wealth Manager • Bend, United States

Costello Financial Planning

Costello Financial Planning is a wealth manager based in Bend, United States, founded in 2007. Verified contact details, AUM data, and investment preferences on FindLPs.

2007
Year Founded
Wealth Manager
Investor Type
Bend, United States
Headquarters
About

Costello Financial Planning

Costello Financial Planning is a wealth manager based in Bend, US. Founded in 2007.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.