Firm
Pelican Family Office
Covington, Louisiana
Fee-only
Facts
| Based in | Covington, Louisiana |
|---|---|
| Website | pelicanfo.com |
| Phone | (985) 237-4033 |
Pelican Family Office fees
Pelican Family Office doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, percentage of assets, one-time plans or projects, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $119 million |
| Individual clients | 147 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 330658 |