Nicholas Trappey, CFP® Pelican Wealth Management

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About Nicholas Trappey, CFP®

After working for a firm that focused solely on a demographic of high investment balance clients, I came to realize that most of my friends and peers are greatly under-served. We established Pelican Wealth Management to service those that are neglected by the traditional advisor community. We work with newly graduated medical professionals, young business owners, and young professionals. We focus on the areas that are important to the vast majority of people in this stage of life – debt management, saving for a particular purchase, navigating employee benefit options, etc.

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Ideal Clients

  • Business Owners
  • Gen Y/Millennials
  • Medical Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/month + $250
  • Upfront Flat Fee: $500+
  • Hourly: $75/hr+
  • AUM: 1.35%

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