# Genevieve George

> Genevieve George is a fee-only financial advisor at Pelican Financial Planning & Wealth in Jupiter, Florida, who holds the CFP credential. Genevieve focuses on small business owners, divorce financial planning and estate & legacy planning. Pelican Financial Planning & Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/genevieve-george/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pelican Financial Planning & Wealth
- **Based in:** Jupiter, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $25.5M across 80 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Divorce financial planning, Estate & legacy planning, Retirement planning
- **Works with:** Founders, Pre-retirees, Retirees, Early-career professionals
- **CRD:** 6494485 (https://adviserinfo.sec.gov/individual/summary/6494485)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.pelicanfinancialplanning.com

## Frequently asked questions

### Is Genevieve George a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Genevieve holds no broker registration, and Pelican Financial Planning & Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Genevieve charge for financial advice?

Genevieve's firm, Pelican Financial Planning & Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Genevieve George based?

Genevieve George is based in Jupiter, Florida.

### What does Genevieve specialize in?

Genevieve's specialties include small business owners, divorce financial planning, estate & legacy planning and retirement planning. Genevieve works with founders, pre-retirees, retirees and early-career professionals.

### What credentials does Genevieve George hold?

Genevieve George holds the CFP credential.

### Is Genevieve George registered with the SEC?

Yes. Genevieve George is registered as an investment adviser representative in FL and TX (CRD 6494485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pelican Financial Planning & Wealth manage?

Pelican Financial Planning & Wealth reports $25.5M across 80 accounts in assets under management.

### How do I contact Genevieve George?

Through Genevieve's website, www.pelicanfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6494485): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.pelicanfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.