Firm
Going Cpas & Wealth Advisors
Opelousas, Louisiana
Fee-only
Going Cpas & Wealth Advisors at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 9 advisors are listed here; all hold the PFS.
- Its Form ADV reports 11 employees and 324 individual clients, 38 of them high net worth.
- Its average account is about $268,000 (assets it manages divided by its 601 accounts).
Facts
| Based in | Opelousas, Louisiana |
|---|---|
| Website | going.cpa |
| Phone | (337) 942-3041 |
Going Cpas & Wealth Advisors fees
Going Cpas & Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $161 million |
| Individual clients | 286 |
| High-net-worth clients | 38 |
| Accounts managed | 601 |
| Employees | 11 |
| Planning clients | 0 |
| Registered with | The SEC (801-132882) |
| Financial planning | Offered |
| Form ADV filed | August 10, 2026 |
| SEC record | CRD 117104 |