Rosario Chacon is a CFP-designated registered investment advisor at Wealth-Source Financial, based in Oakland, CA, with 8 years of industry experience. Rosario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 21 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.60% |
Schedule reflects individual tier limits (couples have a 1.50% rate up to $420,000). Fees may be negotiable. Investment management is included with comprehensive planning for accounts under $300,000 (individuals) or $420,000 (couples). Firm also offers third-party manager programs with separate fee schedules.
Fee Estimator
Contact
Rosario Chacon
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Rosario works as a Financial Capability Coach for MEDA, a non-profit organization in San Francisco, since 2019. She works with low- and moderate-income households on debt, income, savings, and credit issues, dedicating a significant portion of her time to this role.
Employment History
Current Registrations
Wealth-Source Financial
Previous Registrations
Morgan Stanley
State Registrations1 state
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Exams
Additional Information
Welcome to Wealth-Source Financial.
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