Amy Spellman
Going Cpas & Wealth Advisors · Opelousas, Louisiana
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.
Request an introduction to Amy →
Facts
| Firm | Going Cpas & Wealth Advisors |
|---|---|
| Based in | Opelousas, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $160.8M across 601 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in LA · CRD 7687577 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | going.cpa |
How Amy's firm compares
- Going Cpas & Wealth Advisors's average account is about $268,000, from its Form ADV (assets managed divided by 601 accounts).
Request an introduction to Amy
Tell Amy a little about what you're looking for. Amy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.