Going CPAs & Wealth Advisors, LLP logo

Going CPAs & Wealth Advisors, LLP

Updated today

Client AUM

$143,489,353

Clients

324

Advisors

9

across 2 offices

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

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning

Occupation focus

Founder/Business Owner

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001+: 0.75%

Commissions

Insurance product sales by certain partners result in commissions; clients are notified in advance, and no double charging on same assets occurs.

Project-based

Fees range from $125 to $225 per hour depending on personnel and scope of work for financial planning and consulting.

Other

Account minimum: $100,000 Minimum fee: Minimum annual fees may apply, amounts not specifically stated

Main office

See office

2811 South Union

Opelousas LA 70570

Advisors at this office

1

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

Advisors at this firm

user avatar

Darren C

PFS™, Series 63, Series 65

Lafayette, LA

Going CPAs & Wealth Advisors, LLP

Darren Cart is a partner at Going CPAs & Wealth Advisors, LLP with 15 years of industry experience. He holds the PFS™ designation along with Series 63 and 65 licenses. Cart has been with Going, Sabastein, Fisher & Leboeuf, LLP since 2009 and also serves as a partner in Majestic Heights Group, LLC, a consulting firm. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting with wealth advisory services, emphasizing tax-aware planning and long-term investment strategies.

General retirement planning Founder/Business Owner
user avatar

William G

PFS™

Lafayette, LA

Going CPAs & Wealth Advisors, LLP

William George is a financial advisor at Going CPAs & Wealth Advisors, LLP with the PFS™ designation and two years of industry experience. He has held positions at several firms, including Cetera and Avantax Advisory Services, and is a partner at the accounting firm Hartiens & Faulk LLP. George also manages Kyle George Consulting LLC, through which he provides investment planning, retirement planning, financial planning, and estate planning services. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm offers integrated accounting and wealth management services, managing assets on a discretionary, long-term basis with a tax-aware approach supported by advisors holding CPA and PFS/CFP credentials.

General retirement planning Founder/Business Owner
user avatar

Kaleb A

PFS™

Lafayette, LA

Going CPAs & Wealth Advisors, LLP

Kaleb Andrepont is a financial advisor at Going CPAs & Wealth Advisors, LLP with two years of industry experience. He holds the PFS™ designation and has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2015. Outside of advising, Andrepont refers credit card processing services to local businesses through a family business. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm combines accounting and advisory services, managing approximately $160.8 million in discretionary assets using a tax-aware, long-term investment approach.

General retirement planning Founder/Business Owner
user avatar

Scott H

PFS™

Opelousas, LA

Going CPAs & Wealth Advisors, LLP

Scott Hayes is a financial advisor with Going CPAs & Wealth Advisors, LLP in Opelousas, Louisiana. He holds the PFS™ designation and has two years of industry experience. Prior to his current role, Hayes worked at Fruge Seafood. He is a partner at Going, Sebastien, Fisher & LeBouef, LLP, where he focuses on tax preparation and accounting and also owns an accounting firm. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and retirement plans. The firm combines financial planning with portfolio management and retirement consulting, managing about $160.8 million in discretionary assets with a tax-aware, long-term investment approach.

General retirement planning Founder/Business Owner
user avatar

Amy S

PFS™

Lafayette, LA

Going CPAs & Wealth Advisors, LLP

Amy Spellman is a financial advisor at Going CPAs & Wealth Advisors, LLP with 2 years of industry experience. She holds the PFS™ designation and previously worked at Broussard & Broussard APAC for 12 years and at Going, Sebastien, Fisher and LeBouef, LLP for 6 years. Outside of her advisory role, she is a partner and treasurer at Cane Row Nursery & Landscaping, where she performs accounting and tax duties. Going CPAs & Wealth Advisors, LLP provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm emphasizes an integrated accounting-advisory model with a focus on tax-aware planning and manages accounts on a discretionary, long-term buy-and-hold basis.

General retirement planning Founder/Business Owner
user avatar

Robert R

PFS™

Lafayette, LA

Going CPAs & Wealth Advisors, LLP

Robert Roy Jr. is a PFS™ credentialed financial advisor with Going CPAs & Wealth Advisors, LLP, bringing two years of industry experience. He has been affiliated with Going, Sebastien, Fisher and LeBouef, LLP since 2011, serving in various roles. Roy also serves as a director and Audit Committee Chair on the board of St. Landry Bank. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting services with wealth advisory through a team that holds CPA and PFS/CFP credentials.

General retirement planning Founder/Business Owner
user avatar

Seth D

PFS™

Lafayette, LA

Going CPAs & Wealth Advisors, LLP

Seth Dabney is a financial advisor at Going CPAs & Wealth Advisors, LLP in Lafayette, LA, holding the PFS™ designation with two years of industry experience. He has been associated with Going, Sebastien, Fisher and LeBouef, LLP since 2008, totaling 18 years in related professional roles. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan consulting, managing approximately $160.8 million in discretionary assets across more than 320 client relationships with a tax-aware, integrated accounting-advisory approach.

General retirement planning Founder/Business Owner
user avatar

Craig L

CFP®, PFS™

Lafayette, LA

Going CPAs & Wealth Advisors, LLP

Craig Lebouef is a CFP® and PFS™ professional with 17 years of experience at Going, Sebastien, Fisher & LeBouef, LLP in Lafayette, LA. He is a partner at the firm and also serves on the board of directors of Catalyst Bank, where he chairs the audit committee. Additionally, he owns an accounting firm, Craig C. Lebouef, CPA, LLC. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting with wealth advisory services, focusing on tax-aware planning and long-term investment management.

General retirement planning Founder/Business Owner
user avatar

Charles L

PFS™

Lafayette, LA

Going CPAs & Wealth Advisors, LLP

Charles Ledoux is a Personal Financial Specialist (PFS™) at Going CPAs & Wealth Advisors, LLP with two years of industry experience. He has been affiliated with Going, Sebastien, Fisher & LeBouef, LLP since 2016 and serves as a partner in the firm’s accounting practice. Ledoux is also president and a shareholder of an accounting firm, Charles M. Ledoux, CPA, LLC. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm integrates financial planning and ongoing portfolio management with accounting services, managing assets on a discretionary, long-term buy-and-hold basis that incorporates tax-aware strategies.

General retirement planning Founder/Business Owner
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)