This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-2019
- Office Locations
- 1
Office Locations
About Wealth-Source Financial
Wealth-Source Financial Planning is a fee-only fiduciary practice led by Rosario Chacon (CERTIFIED FINANCIAL PLANNER™, Enrolled Agent, Certified Student Loan Professional®). The firm focuses on healthcare professionals and other busy professionals, offering values-driven financial life planning, one-time plans, and ongoing investment management that integrates tax and student-loan strategy. Member of XY Planning Network; portfolios include ETFs and bonds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROSARIO CHACON
Chief Compliance Officer, Investment Advisor
- CRD
- #6411770
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,041,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,041,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing