Advisor at Marc Alan Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Marc Alan Wealth Management LLC
Location
Rockaway, NJ
Credentials
CFP®, Series 65
Industry experience
8 years
Marc Lescarret is a CFP®-certified financial advisor with seven years of industry experience. He is the sole advisor at Marc Alan Wealth Management LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at LWS Wealth Advisors, Inc. from 2015 to 2020. Marc Alan Wealth Management LLC serves individuals, trusts, estates, and small businesses with customized wealth management, discretionary portfolio management, and financial planning. The firm employs a fundamental, long-term investment approach using ETFs, mutual funds, individual securities, and occasionally more complex instruments, operating under a fiduciary standard.
Based on Marc Alan Wealth Management LLC
Based on Marc Alan Wealth Management LLC
Fixed engagement fees for financial planning services, negotiable
1.00% annually
$400 per hour
Account minimum: $600,000 Minimum fee: Minimum annual fee of $6,000, may be reduced at advisor's discretion
Rockaway, NJ
New Jersey
Marc Alan Wealth Management LLC
2021 - Present (5 years)
LWS Wealth Advisors, Inc.
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Madison, NJ
Hanley Capital Management, LLC
Series 65
Oakland, NJ
Stargazer Financial Planning
Series 63, Series 65
Randolph, NJ
Calrivan Wealth Management
Series 63
Long Valley, NJ
Tango Capital Management, LLC.(Tcm)
CFP®, Series 63, Series 65
Morristown, NJ
O'Dowd Asset Management LLC
Series 66
Whippany, NJ
LBK Financial LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")