Robert Roy
Going Cpas & Wealth Advisors · Lafayette, Louisiana
Robert Roy 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 7123760 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | going.cpa |
How Robert'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 Robert
Is Robert Roy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Going Cpas & Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Roy based?
Robert Roy is based in Lafayette, Louisiana.
What credentials does Robert Roy hold?
Robert Roy holds the PFS credential.
Is Robert Roy registered with the SEC?
Yes. Robert Roy is registered as an investment adviser representative in LA (CRD 7123760), 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 Robert Roy?
Through Robert'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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