Pelican Financial Planning and Wealth, PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,847,702
Clients
22
Advisors
1
of 1 employees
About
Pelican Financial Planning and Wealth, PLLC provides wealth management and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and select pension or profit-sharing plan clients. Services include ongoing discretionary portfolio management, written financial plans, consultative or single-subject planning, and retirement-account guidance including rollovers and management on third-party web-based platforms.
The firm offers tailored investment advice across equities, corporate debt, mutual funds, and ETFs and implements strategies ranging from long-term buy-and-hold to shorter-term trading and rebalancing under discretionary authority. Portfolio decisions are made based on each client’s objectives, risk tolerance, liquidity needs and tax considerations, and the firm may aggregate household accounts for fee breakpoints or manage held-away retirement assets through custodian platforms.
Pelican is affiliated through common ownership with an accounting and tax preparation practice and a financial-education business, and the firm discloses these relationships and the related conflicts of interest while noting clients are not required to use the affiliates. The firm is a recently established, solo-practitioner advisory with approximately $25.5 million in discretionary assets across about 22 clients and a principal who holds multiple financial and tax-related professional credentials, which underpins an integrated tax and planning focus that may distinguish it from many peers.
Client services
Expertise
Fee options
Financial planning and consulting services up to $10,000 fixed fee
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% Over $10,000,000+: Negotiable
Account minimum: No minimum stated; however, firm may terminate accounts deemed too small to manage effectively
Main office
110 Front Street, Suite 300
Jupiter FL 33477
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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