Pelican Wealth Advisors, LLC

Pelican Wealth Advisors, LLC (CRD# 153972) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $41,025,074 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $264,678
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Pelican Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew C. Baker
CRD#: 5753450
27499 Riverview Center Blvd., #126, Bonita Springs, FL 34134
96
Wealthminder
score

Andrew Baker (CRD# 5753450) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Bonita Springs, FL and has over 8 years of experience in the finance industry. Andrew Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Francis P. Ragonese
CRD#: 5798370
27499 Riverview Center Blvd., #126, Bonita Springs, FL 34134
93
Wealthminder
score

Francis Ragonese (CRD# 5798370) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Bonita Springs, FL and has over 8 years of experience in the finance industry.

3
Nevin M. Woulas
CRD#: 6085621
27499 Riverview Center Blvd., #126, Bonita Springs, FL 34134
76
Wealthminder
score

Nevin Woulas (CRD# 6085621) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Bonita Springs, FL and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.