Rosario Chacón
Wealth-Source Financial · Oakland, California
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.
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Specialties
Who they serve
- Physicians
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 |
| Assets under management | $3.0M across 58 accounts |
| Credentials | CFP · CSLP · CDFA · EA |
| Website | wealth-sourcefinancial.com |
| Profile |
How Rosario's firm compares
- Ongoing planning starts at $4,200 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $750, below the California median of $2,500 for fee-only firms that publish prices.
- Wealth-Source Financial's average account is about $52,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Rosario
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Wealth-Source Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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