Marc Lescarret
Marc Alan Wealth Management · Rockaway, New Jersey
Marc Lescarret is a fee-only financial advisor at Marc Alan Wealth Management in Rockaway, New Jersey, who holds the CFP credential. Marc Alan Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Marc Alan Wealth Management |
|---|---|
| Based in | Rockaway, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.2M across 55 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 4590921 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | directory.garrettplanningnetwork.com/new-jersey/rockaway/member/marc-lescarret-mspfp-mpas-reg-cfp-reg-awma-reg |
| Profile |
How Marc's firm compares
- Marc Alan Wealth Management's average account is about $276,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Marc
Is Marc Lescarret a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Marc Alan Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, Marc Alan Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marc Lescarret based?
Marc Lescarret is based in Rockaway, New Jersey.
What credentials does Marc Lescarret hold?
Marc Lescarret holds the CFP credential.
Is Marc Lescarret registered with the SEC?
Yes. Marc Lescarret is registered as an investment adviser representative in NJ (CRD 4590921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marc Alan Wealth Management manage?
Marc Alan Wealth Management reports $15.2M across 55 accounts in assets under management.
How do I contact Marc Lescarret?
Through Marc's website, directory.garrettplanningnetwork.com/new-jersey/rockaway/member/marc-lescarret-mspfp-mpas-reg-cfp-reg-awma-reg.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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