A complete list of active advisors currently associated with Pelican Wealth Advisors, LLC

Warmer can help you find a great advisor at Pelican Wealth Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pelican Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.