# Rosario Chacon

> Rosario Chacon is a fee-only financial advisor at Wealth-Source Financial in Oakland, California, who holds the CFP and MBA credentials. Wealth-Source Financial reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wealth-Source Financial
- **Based in:** Oakland, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription; Fixed fees
- **Assets under management (firm):** $3.0M across 58 accounts
- **Credentials:** CFP, MBA
- **CRD:** 6411770 (https://adviserinfo.sec.gov/individual/summary/6411770)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2015)
- **Disclosures:** None reported

## Frequently asked questions

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

Yes. Rosario Chacon is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Rosario's firm.

### How does Rosario charge for financial advice?

Rosario's firm, Wealth-Source Financial, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.

### Where is Rosario Chacon based?

Rosario Chacon is based in Oakland, California.

### What credentials does Rosario Chacon hold?

Rosario Chacon holds the CFP and MBA credentials.

### Is Rosario Chacon registered with the SEC?

Yes. Rosario Chacon is registered as an investment adviser representative in CA (CRD 6411770), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### 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 Chacon?

Contact details aren't on file yet. Search for Wealth-Source Financial.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45760): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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