Pelican Financial Planning and Wealth, PLLC fees
Financial planner in Jupiter, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 9, 2026, Pelican Financial Planning and Wealth, PLLC (Jupiter, FL) charges a flat or project fee of up to $10,000 for financial planning.
- Website: pelicanfinancialplanning.com (opens in new tab)
- Call (561) 295-3483
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change.
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the Florida median is $4,200.
“Financial Planning and Consulting Services Pelican charges a fixed fee for financial planning and consulting services ranging up to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
How Pelican Financial Planning and Wealth, PLLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Since fees are billed in arrears, there are no refunds upon termination.”
- “These fees are generally due upon completion of services rendered, but we may negotiate other fee-paying arrangements.”
- “Refunds are typically not applicable since fees are payable in arrears.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 22
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $25.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 9, 2026
- CRD number
- 335198 (opens in new tab)
- Phone
- (561) 295-3483
Other planners in Jupiter that publish fees
- Giessel Wealth AdvisorsJupiterFlat $2,000-$8,000, Monthly $150-$750/mo
- Fortuna Investors LLCJupiterHourly $400/hr, Flat $5,000
- Trout Capital Management, LLCJupiterFlat $500-$3,000
- Luminous Wealth, LLCJupiterHourly $350/hr, Flat $2,500-$9,500
- Cayside PartnersJupiterFlat $5,000-$25,000
- Foresight Financial AdvisoryJupiterFlat $1,000-$5,000 2024 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.