Wealth-Source Financial fees and pricing
Financial planner in Oakland, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Wealth-Source Financial charges $300 an hour, a flat or project fee of $1,000, and a monthly fee of $333-$450 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Financial Coaching Financial Coaching fee is an hourly rate of $300.00.”
- Flat or project fee
- $1,000
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000.00 and an ongoing fee that is paid monthly, in advance, at the rate of $333.00 per month for individuals and $450.00 per month for couples.”
- Monthly fee
- $333-$450/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth-Source Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees may be negotiable and are pro-rated and paid in arrears on a quarterly basis.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Wealth-Source Financial’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 5 of the 14 other planners in Oakland that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 11 other planners in Oakland that publish a flat or project fee charge less.
About Wealth-Source Financial
- Principal: Rosario Chacon
- Credentials named in the brochure: CFP®, EA, ChFC®, and CFA.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 21
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $3,041,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300055
- Phone
- (415) 202-3820
Other planners in Oakland that publish fees
- Brooker Wealth ManagementOakland$200-$275/hr
- Communitas Financial Planning PBCOakland$300/hr, $600-$6,000
- Contango Wealth Management LLCOakland$250-$325/hr, $750-$5,000
- Ella Financial AdvisingOakland$400/hr, $10,000-$30,000
- Gibson Monroe Wealth AdvisorsOakland$5,000-$20,000
- Global Investment CompanyOakland$375/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.