Going CPAs & Wealth Advisors, LLP
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About
Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, ongoing portfolio management, and retirement plan consulting to individuals, trusts, estates and pension/profit-sharing plans. The firm manages about $160.8 million in discretionary assets across roughly 324 client relationships and offers both standalone financial planning and implementation services for clients who elect ongoing portfolio management.
The firm develops a Financial Profile and an Investment Plan for each client and generally manages accounts on a discretionary, long-term buy-and-hold basis using mutual funds, ETFs, fixed income and individual securities consistent with those plans. It also offers a full suite of retirement-plan services — including non‑discretionary advice, investment monitoring and the ability to act as an ERISA fiduciary or discretionary plan manager — and conducts at least quarterly reviews of managed portfolios.
Going CPAs is notable among peer team firms for its integrated accounting-advisory model: the principals operate an accounting practice and many advisory staff hold CPA and Personal Financial Specialist/CFP credentials, which informs tax-aware planning and business-oriented services such as bookkeeping, tax compliance and QuickBooks support. The firm also discloses limited insurance sales activity by a partner and follows procedures to disclose and avoid conflicts (for example, not collecting both a commission and an advisory fee on the same assets), reflecting its blended accounting and wealth-advice operations that are uncommon for firms of this size.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001+: 0.75%
Insurance product sales by certain partners result in commissions; clients are notified in advance, and no double charging on same assets occurs.
Fees range from $125 to $225 per hour depending on personnel and scope of work for financial planning and consulting.
Account minimum: $100,000 Minimum fee: Minimum annual fees may apply, amounts not specifically stated
Main office
See office2811 South Union
Opelousas LA 70570
Advisors at this office
1
Offices (2)
Most active in
Louisiana · Texas
Also doing business as
Going Cpas & Wealth Advisors, Llp · Going Cpas And Wealth Advisors · Going, Sebastien, Fisher & Lebouef, Apac · Going, Sebastien, Fisher & Lebouef, Llp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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