# Amy Spellman

> Amy Spellman is a fee-only financial advisor at Going Cpas & Wealth Advisors in Opelousas, Louisiana, who holds the PFS credential. Going Cpas & Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-spellman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Going Cpas & Wealth Advisors
- **Based in:** Opelousas, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $160.8M across 601 accounts
- **Credentials:** PFS
- **CRD:** 7687577 (https://adviserinfo.sec.gov/individual/summary/7687577)
- **SEC registration:** Investment adviser representative in LA
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://going.cpa

## Frequently asked questions

### Is Amy Spellman a fee-only financial advisor?

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

### How does Amy charge for financial advice?

Amy's firm, Going Cpas & Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Amy Spellman based?

Amy Spellman is based in Opelousas, Louisiana.

### What credentials does Amy Spellman hold?

Amy Spellman holds the PFS credential.

### Is Amy Spellman registered with the SEC?

Yes. Amy Spellman is registered as an investment adviser representative in LA (CRD 7687577), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Going Cpas & Wealth Advisors manage?

Going Cpas & Wealth Advisors reports $160.8M across 601 accounts in assets under management.

### How do I contact Amy Spellman?

Through Amy's website, going.cpa.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7687577): 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

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