Pelican Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pelican Wealth Advisors, LLC is a fee‑based investment adviser that manages about $71.4 million for roughly 221 clients, primarily individuals, high‑net‑worth individuals and trusts, offering discretionary portfolio management and comprehensive financial planning services that can include cash flow, tax, retirement, insurance reviews and estate planning. The firm also conducts public educational seminars and workshops described in the brochure as educational in nature and sometimes offered for a nominal fee.
Investment programs are tailored to each client’s stated objectives and documented through an Investment Policy Statement or risk‑tolerance assessment; the firm uses fundamental, technical and cyclical analysis and accepts discretionary trading authority to implement portfolio strategies. Financial plans are generally delivered within six months and ongoing management is billed on a negotiable asset‑based fee schedule, with household accounts eligible for combined treatment.
What is distinctive for a small, three‑advisor firm is the combination of a multi‑million‑dollar asset base and a formal public education program, alongside adviser outside business activities as licensed insurance agents; the brochure discloses these insurance affiliations and the related conflicts of interest and describes disclosures and procedures intended to mitigate them. The firm also relies on qualified custodians to hold client assets and to deduct advisory fees, with clients receiving account statements directly from those custodians.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Negotiable fixed fee for financial planning services, maximum $5,000
$0 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.15% annually $3,000,001 - $4,000,000: 1.10% annually $4,000,001 - $5,000,000: 1.00% annually $5,000,001 - $6,000,000: 0.90% annually Over $6,000,000+: Negotiable
$250 per hour for financial planning services
Fee-only: Financial planning fixed fees up to $5,000; hourly fee $250 per hour; negotiable fixed fees and fees may be waived if plan implemented with PWA.
Main office
27499 Riverview Center Blvd., #126
Bonita Springs FL 34134
Advisors at this office
3
Most active in
Florida
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Mark R
Series 65
Bonita Springs, FL
Pelican Wealth Advisors, LLC
Mark Ragonese is a Series 65 licensed advisor with six years of industry experience. He is affiliated with Pelican Wealth Advisors, LLC and is also employed by Bausch Health US, LLC in a non-investment role as an international customer service export representative. He is the CEO and owner of MAR Financial LLC, a holding company formed for tax purposes. Pelican Wealth Advisors, LLC is a fee-based investment adviser managing approximately $71.4 million for over 220 clients, primarily individuals, high-net-worth individuals, and trusts. The firm offers discretionary portfolio management and comprehensive financial planning services, employing fundamental, technical, and cyclical analysis to tailor investment programs to client objectives.
Francis R
Series 65
Bonita Springs, FL
Pelican Wealth Advisors, LLC
Francis Ragonese is a financial advisor at Pelican Wealth Advisors, LLC with 16 years of industry experience. He holds a Series 65 designation and has been involved with Pelican Wealth Advisors since 2010. Ragonese is also president of Pelican Financial Group, Inc., where he spends a significant portion of his professional time. Pelican Wealth Advisors, LLC manages approximately $71.4 million primarily for individuals, high-net-worth clients, and trusts, offering discretionary portfolio management and comprehensive financial planning services. The firm provides tailored investment programs and conducts public educational seminars and workshops.
Nevin W
Series 65
Bonita Springs, FL
Pelican Wealth Advisors, LLC
Nevin Woulas is a financial advisor at Pelican Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been associated with Pelican Wealth Advisors and related entities since 2015. Outside of his advisory role, he is vice president of Michael J. Woulas Ph.D., Inc. Pelican Wealth Advisors serves individual clients, high-net-worth individuals, and trusts with personalized financial planning, discretionary portfolio management, and sub-advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop investment strategies and conducts regular account reviews supported by third-party research.
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