Charles Ledoux
Going Cpas & Wealth Advisors · Lafayette, Louisiana
Charles Ledoux is a fee-only financial advisor at Going Cpas & Wealth Advisors in Lafayette, Louisiana, who holds the PFS credential. Going Cpas & Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Going Cpas & Wealth Advisors |
|---|---|
| Based in | Lafayette, 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 6751704 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | going.cpa |
How Charles's firm compares
- Going Cpas & Wealth Advisors's average account is about $268,000, from its Form ADV (assets managed divided by 601 accounts).
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Questions about Charles
Is Charles Ledoux a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles 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 Charles charge for financial advice?
Charles's firm, Going Cpas & Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Charles Ledoux based?
Charles Ledoux is based in Lafayette, Louisiana.
What credentials does Charles Ledoux hold?
Charles Ledoux holds the PFS credential.
Is Charles Ledoux registered with the SEC?
Yes. Charles Ledoux is registered as an investment adviser representative in LA (CRD 6751704), 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 Charles Ledoux?
Through Charles'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.
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