Fee-only adviser · Jupiter, FL
Pelican Financial Planning and Wealth, PLLC
Pelican Financial Planning and Wealth, PLLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Jupiter, Florida. On its latest Form ADV, filed February 9, 2026, it reports $26M in regulatory assets under management, 22 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 335198 · SEC file 801-132351 |
| Office | 110 Front Street Suite 300 Jupiter, FL 33477 |
| Phone | (561) 295-3483 |
| Website | www.pelicanfinancialplanning.com |
| Regulatory assets under management | $26M |
| Individual clients | 14 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Jupiter
- Core Wealth Management, Inc. $405M
- Cayside Partners $438M
- Daniels D'amelio Investment Management Group, LLC $51M
- Fortuna Investors LLC $21M
- Pinder Financial, LLC $700K
- One + One Wealth Management, LLC $383M
See all 11 fee-only advisers in Jupiter →
Nearby
- Palm Beach Gardens 20 firms
- North Palm Beach 4 firms
- Juno Beach 2 firms
- Riviera Beach 1 firm
- West Palm Beach 21 firms
- Royal Palm Beach 1 firm
- Palm Beach 9 firms
- Stuart 9 firms
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