Rosario Chacon
Wealth-Source Financial · Oakland, California
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.
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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 | $3.0M across 58 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 6411770 |
| Exams passed | Series 66 (2015) |
| Disclosures | None reported |
| Profile |
How Rosario's firm compares
- 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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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