Costello Financial Planning Revenue

Financial Services • Bend, Oregon, United States • 1-10 Employees

Costello Financial Planning revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Costello Financial Planning

Rob Costello

Founder

Company overview

Headquarters	61115 Minaret CIr, Bend, Deschutes 97702, US
Phone number	+18475086999
Websites	costellofinancialplanning.com costellofp.com
NAICS	52
Founded	2015
Employees	1-10
Socials

Costello Financial Planning Email Formats

Costello Financial Planning uses 1 email format. The most common is {first name} (e.g., john@costellofp.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@costellofp.com	100%

About Costello Financial Planning

Costello Financial Planning is a family-owned business. We are a fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Since starting in financial planning in 2015, 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 a Certified Public Accountant.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Costello Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Costello Financial Planning has never raised funding before.

Costello Financial Planning Tech Stack

Discover the technologies and tools that power Costello Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Vimeo

Video players

Beaver Builder

WordPress plugins

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

Microsoft Advertising

Advertising

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

Yoast SEO

SEO

Frequently asked questions

Costello Financial Planning is located in Bend, Oregon, US.

You can reach Costello Financial Planning at +18475086999.

Costello Financial Planning generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Costello Financial Planning has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Costello Financial Planning was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Costello Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Costello Financial Planning

Rob Costello

Founder

4.8

40,000 users