PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

Overview

Pelican Financial Planning And Wealth, Pllc is a recently formed independent RIA organized as an LLC and registered in 2025. The firm’s business centers on financial planning and portfolio management for individuals, families and small-business clients, with a fee structure that combines a percentage of AUM and fixed fees. Investment activity is centered on pooled public funds—mutual funds make up the bulk of client portfolios—while the adviser also places client capital into third‑party alternative managers rather than operating as a fund sponsor. The firm does not identify as an active ESG investor and does not function as a multi‑state adviser. Given the firm’s client profile and asset mix, Pelican appears to run high‑touch planning and discretionary portfolio management for a relatively small number of moderately large accounts, relying on outside managers where specialized exposure is required (private equity, hedge funds, real estate and digital assets).

Assets & Accounts

Public Holdings

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Location & Offices