Pelican Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$5,000

“Services are offered based on a negotiable fixed fee with a maximum fee of $5,000 based on complexity and unique client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pelican Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If monthly, fees are billed in advance based on the amount of assets managed as of the close of business on the last business day of each month.”
• “If quarterly, fees are billed in advance based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five (5) calendar days of signing the Investment Advisory Agreement for a full refund of fees.”

How Pelican Wealth Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Bonita Springs that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Bonita Springs that publish a flat or project fee charge less.

About Pelican Wealth Advisors, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

221

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$71,400,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153972

Website

plus.google.com/+pelicanwealth (opens in new tab)

Phone

(239) 985-4097

Other planners in Bonita Springs that publish fees

• Foliage FinancialBonita Springs$225/hr
• Genesis Wealth Planning, LLCBonita Springs$200/hr, $50⁠-⁠$10,000
• Nova Wealth Management, Inc.Bonita Springs$250/hr, $250/qtr
• Rinaldi Wealth Management, Inc.Bonita Springs$450⁠-⁠$5,000
• Sentinel Wealth IncBonita Springs$599/mo
• The Investment Advisory Office of Christopher Mikes, P.A.Bonita Springs$395/hr, $395⁠-⁠$5,000

Compare all 9 planners in Bonita Springs