Nicholas Trappey, CFP® Pelican Wealth Management
- 1900 Lamy Lane, Ste H, Monroe, Louisiana 71201
- (318) 600-3010
- http://www.pelicanwealth.org
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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
