# Rosario Chacón

> Rosario Chacón is a fee-only financial advisor at Wealth-Source Financial in Oakland, California, who holds the CFP, CSLP and CDFA credentials. Rosario charges an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $4,200 a year and one-time plans from $750) and focuses on student loans, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/rosario-chacon-10416/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Wealth-Source Financial
- **Based in:** Oakland, California
- **Fee model:** Ongoing planning fee; Percentage of assets; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,200 a year; one-time plans from $750
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.0M across 58 accounts
- **Credentials:** CFP, CSLP, CDFA, EA
- **Specialties:** Student loans, Tax planning, Retirement planning, Estate & legacy planning
- **Works with:** Physicians
- **Website:** https://wealth-sourcefinancial.com

## Frequently asked questions

### Is Rosario Chacón a fee-only financial advisor?

Yes. Rosario Chacón is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Rosario charge for financial advice?

Rosario charges an ongoing planning fee, a percentage of assets and a one-time planning fee.

### How much does Rosario charge?

According to Wealth-Source Financial's website, checked October 28, 2026: ongoing planning from $4,200 a year; one-time plans from $750.

### Where is Rosario Chacón based?

Rosario Chacón is based in Oakland, California.

### What does Rosario specialize in?

Rosario's specialties include student loans, tax planning, retirement planning and estate & legacy planning. Rosario works with physicians.

### What credentials does Rosario Chacón hold?

Rosario Chacón holds the CFP, CSLP, CDFA and EA credentials.

### How much does Wealth-Source Financial manage?

Wealth-Source Financial reports $3.0M across 58 accounts in assets under management.

### How do I contact Rosario Chacón?

Through Rosario's website, wealth-sourcefinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/rosario-chacon-11569): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.wealth-sourcefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.