Pelican Wealth Advisors, LLC

Updated today

Find your advisor

Client assets under management

$71,400,000

Clients

221

12% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$323,077

About

Pelican Wealth Advisors, LLC is a fee‑based investment adviser that manages about $71.4 million for roughly 221 clients, primarily individuals, high‑net‑worth individuals and trusts, offering discretionary portfolio management and comprehensive financial planning services that can include cash flow, tax, retirement, insurance reviews and estate planning. The firm also conducts public educational seminars and workshops described in the brochure as educational in nature and sometimes offered for a nominal fee.

Investment programs are tailored to each client’s stated objectives and documented through an Investment Policy Statement or risk‑tolerance assessment; the firm uses fundamental, technical and cyclical analysis and accepts discretionary trading authority to implement portfolio strategies. Financial plans are generally delivered within six months and ongoing management is billed on a negotiable asset‑based fee schedule, with household accounts eligible for combined treatment.

What is distinctive for a small, three‑advisor firm is the combination of a multi‑million‑dollar asset base and a formal public education program, alongside adviser outside business activities as licensed insurance agents; the brochure discloses these insurance affiliations and the related conflicts of interest and describes disclosures and procedures intended to mitigate them. The firm also relies on qualified custodians to hold client assets and to deduct advisory fees, with clients receiving account statements directly from those custodians.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Income planning

Occupation focus

Retired

Demographic focus

Approaching retirement

Fee options

Fixed

Negotiable fixed fee for financial planning services, maximum $5,000

Percentage

$0 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.15% annually $3,000,001 - $4,000,000: 1.10% annually $4,000,001 - $5,000,000: 1.00% annually $5,000,001 - $6,000,000: 0.90% annually Over $6,000,000+: Negotiable

Project-based

$250 per hour for financial planning services

Other

Fee-only: Financial planning fixed fees up to $5,000; hourly fee $250 per hour; negotiable fixed fees and fees may be waived if plan implemented with PWA.

Main office location

Pelican Wealth Advisors, LLC

27499 Riverview Center Blvd., #126

Bonita Springs FL 34134, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X YouTube Website 239-985-4097

Advisors at this firm

Mark R

Series 65

Bonita Springs, FL

Pelican Wealth Advisors, LLC

Mark Ragonese is a Series 65 licensed financial advisor with six years of industry experience. He is affiliated with Pelican Wealth Advisors, LLC, where he has worked since 2019. In addition to his advisory role, he works full-time as an international customer service export representative for Bausch Health US, LLC. Pelican Wealth Advisors serves individual clients, high-net-worth individuals, and trusts by providing personalized financial planning, discretionary portfolio management, and sub-advisory services. The firm employs a blend of fundamental, technical, and cyclical analysis to develop investment programs, supported by ongoing monitoring and periodic reviews.

General retirement planning Income planning Retired Approaching retirement

Francis R

Series 65

Bonita Springs, FL

Pelican Wealth Advisors, LLC

Francis Ragonese is a financial advisor at Pelican Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 65 credential and has been associated with Pelican Wealth Advisors since 2010. In addition to his advisory role, he serves as president of Pelican Financial Group, Inc., where he is involved in insurance services. Pelican Wealth Advisors serves individual clients, high-net-worth individuals, and trusts with personalized financial planning, discretionary portfolio management, and sub-advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop investment programs, and it also offers educational seminars and fixed-fee or hourly financial planning.

General retirement planning Income planning Retired Approaching retirement

Nevin W

Series 65

Bonita Springs, FL

Pelican Wealth Advisors, LLC

Nevin Woulas is a financial advisor at Pelican Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been associated with Pelican Wealth Advisors and related entities since 2015. Outside of his advisory role, he is vice president of Michael J. Woulas Ph.D., Inc. Pelican Wealth Advisors serves individual clients, high-net-worth individuals, and trusts with personalized financial planning, discretionary portfolio management, and sub-advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop investment strategies and conducts regular account reviews supported by third-party research.

General retirement planning Income planning Retired Approaching retirement

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support