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.
A boutique financial planning firm helping people from around the country make smart financial decisions.
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 |
Services |
| 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 |
Education |
| Bachelor's Degree - Finance | East Stroudsburg University
- East Stroudsburg, PA 08/01/2008-05/01/2012 |
| Master's Degree - Taxation | Villanova University
- Villanova, PA 12/01/2021-05/01/2023 |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
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
| 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 |
| NJ, NY, CT, RI, PA, MD, VA, MA, FL, DE |
 |