Marcel Doumerc
Eden Financial · Aliso Viejo, California
Marcel Doumerc is a fee-only financial advisor at Eden Financial in Aliso Viejo, California. Eden Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Marcel →
Facts
| Firm | Eden Financial |
|---|---|
| Based in | Aliso Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $26.1M across 148 accounts |
| SEC registration | Investment adviser representative in AL, CA · CRD 4571227 |
| Exams passed | Series 63 (2002) · Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | edenfinancial.co |
How Marcel's firm compares
- Eden Financial's average account is about $177,000, from its Form ADV (assets managed divided by 148 accounts).
Request an introduction to Marcel
Tell Marcel a little about what you're looking for. Marcel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marcel
Is Marcel Doumerc a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcel holds no broker registration, and Eden Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marcel charge for financial advice?
Marcel's firm, Eden Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marcel Doumerc based?
Marcel Doumerc is based in Aliso Viejo, California.
Is Marcel Doumerc registered with the SEC?
Yes. Marcel Doumerc is registered as an investment adviser representative in AL and CA (CRD 4571227), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eden Financial manage?
Eden Financial reports $26.1M across 148 accounts in assets under management.
How do I contact Marcel Doumerc?
Through Marcel's website, edenfinancial.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
See something wrong? Request a correction. Read our methodology.