Vetted Advisor's Table

Christopher Badaracco, CFP®, EA
Rose Wealth Advisors

Tel: 201-961-4887
20 N Central Avenue suite 2 Ramsey
Ramsey, NJ 07446
Rose Wealth Advisors | Financial Advisor in Ramsey ,NJ

About Christopher Badaracco

Christopher Badaracco is the esteemed founder and wealth advisor at Rose Wealth Advisors. Prior to establishing Rose Wealth Advisors, Christopher served as a wealth planner for a national RIA based in New York City, where his primary focus was delivering comprehensive financial solutions to high-net-worth clients. Utilizing his extensive expertise in tax law, estate and income strategies, investment management, and financial planning, Christopher skillfully guides his clients toward the realization of their financial goals. Christopher holds a bachelor's degree in finance from East Stroudsburg University and has attained a master's degree in taxation from Villanova University. Additionally, he has earned a Certificate of Financial Planning from New York University and proudly holds the designation of CERTIFIED FINANCIAL PLANNER professional (CFP®). Notably, Christopher is also recognized as an Enrolled Agent (EA) with the Internal Revenue Service, further enhancing his proficiency in tax-related matters. In his personal life, Christopher calls Ramsey, New Jersey his home, where he resides with his wife, Alexandra, and their son, Henry.

About Rose Wealth Advisors

A boutique financial planning firm helping people from around the country make smart financial decisions.

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General Information

Insurance License#:   1536585
States Licensed in:   NY
Number of Years with Current Firm:   3
Work Experience:   Mariner Wealth Advisors- Wealth Advisor (January 2015- January 2021) Rose Wealth Advisors- Owner/ Wealth Advisor (January 2021- Present)
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs


Investment Types:   Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Email, Our Office, Your Home, Phone, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health

Firm Information

Advisor's Number of Clients:   20
Advisor's Number of Managed Clients:   20
Advisor's Number of Planning Clients:   45
Assets Managed by Advisor:   $9000000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Hourly, Flat Fee, Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   $250
Additional Details on Charges:   Assets under management fee schedule.

$0- $1,500,000- 1.00% $1,500,001- $3,000,000- .95% $3,000,001- $5,000,000- .85% Over $5,000,000- negotiable

Tax Planning Services and one-time meetings- $250 per hour with a minimum fee of $500.
Minimum Fee Charged for Managed Accounts:   $5,000
Minimum Fee Charged for Hourly Planning Accounts:   $500


Bachelor's Degree  - Finance   East Stroudsburg University  - East Stroudsburg, PA
Master's Degree  - Taxation   Villanova University  - Villanova, PA


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Additional Detailed Disclosures



Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Communities Served