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Going CPAs and Wealth Advisors

Updated today

Client assets under management

$143,489,353

Clients

324

12% high-net-worth

Advisors

9

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

36

Low

Average account size

$442,868

About

Going CPAs and Wealth Advisors provides financial planning, discretionary portfolio management, retirement-plan advisory and general consulting to individuals (including high‑net‑worth clients), trusts, estates and pension and profit‑sharing plans, managing approximately $160.8 million in discretionary assets for about 324 clients through a nine‑advisor team. Services include written financial plans, implementation of Investment Plans, ongoing account management and retirement‑plan consulting for plan fiduciaries and participants.

The firm develops a Financial Profile and Investment Plan for each client and typically manages portfolios on a discretionary, long‑term buy‑and‑hold basis with allocations to mutual funds, ETFs, fixed‑income instruments and, when appropriate, individual equities. Investment selection combines fundamental analysis and occasional technical/momentum methods, with at least quarterly reviews and use of an institutional custodian relationship while pursuing best execution.

What is distinctive is that the advisory practice is integrated with an accounting firm: the principals are accountants and many hold CPA and Personal Financial Specialist credentials, and the firm provides tax, accounting and bookkeeping support (including software advisory) alongside investment advice. The firm also offers ERISA‑focused retirement plan services — from participant education and non‑discretionary advice to investment monitoring and discretionary plan management — and discloses that a partner is licensed to sell insurance and may receive commissions when insurance products are recommended.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

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

Commissions

Insurance commissions may be received by a partner licensed to sell insurance; disclosed in advance to clients

Project-based

$125 to $225 per hour for financial planning and consulting services

Other

Account minimum: $100,000 Minimum fee: Minimum annual fees may apply; amount not specified Fee-only: Financial planning and consulting hourly fees ranging from $125 to $225 per hour

Main office location

Going CPAs and Wealth Advisors

2811 South Union

Opelousas LA 70570, United States

Number of offices

3

Most active in

Louisiana · Texas

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 and Wealth Advisors

Darren Cart is a financial advisor with Going CPAs and Wealth Advisors in Opelousas, LA. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 15 years of industry experience. He has been a partner at Going, Sabastein, Fisher & Leboeuf, LLP since 2009. Outside of advisory work, he is involved as a partner in a consulting business, Majestic Heights Group, LLC. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates accounting and tax services with wealth management and employs a long-term, buy-and-hold investment approach primarily using mutual funds, ETFs, and fixed-income instruments.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

William G

PFS™

Lafayette, LA

Going CPAs and Wealth Advisors

William George is a PFS™ credentialed financial advisor at Going CPAs and Wealth Advisors with two years of industry experience. He has held roles at Cetera Investment Advisers LLC, DC Goodwater LLC, Avantax Advisory Services, and operates Kyle George Consulting LLC, where he provides investment planning, retirement planning, and financial planning services. He is also a partner at Hartiens & Faulk LLP, an accounting firm offering tax compliance, accounting, and business consulting services. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, managing accounts on a discretionary basis with a long-term buy-and-hold investment approach.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Kaleb A

PFS™

Lafayette, LA

Going CPAs and Wealth Advisors

Kaleb Andrepont is a PFS™ credentialed advisor at Going CPAs and Wealth Advisors with two years of industry experience. He has been with Going, Sebastien, Fisher and LeBouef, LLP since 2015 and attended the University of Louisiana at Lafayette from 2013 to 2017. Outside of his advisory role, he refers credit card processing services to area businesses through a family business. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, serving clients with a long-term buy-and-hold investment approach and offering specialized ERISA-focused retirement plan services.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Scott H

PFS™

Opelousas, LA

Going CPAs and Wealth Advisors

Scott Hayes is a PFS™ credentialed advisor with two years of experience at Going CPAs and Wealth Advisors in Opelousas, LA. He has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2018 and is also a partner and president of an accounting firm, Scott D Hayes CPA LLC. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining tax and accounting services with financial planning and discretionary portfolio management. The firm employs a long-term buy-and-hold investment approach and provides ERISA-focused retirement plan services, distinguishing itself as an accounting practice that integrates wealth management.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Amy S

PFS™

Lafayette, LA

Going CPAs and Wealth Advisors

Amy Spellman is a PFS™ credentialed advisor with Going CPAs and Wealth Advisors in Opelousas, LA, bringing two years of industry experience. She has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2020 and previously spent 12 years with Broussard & Broussard APAC. Outside of her advisory role, she is a partner and treasurer at Cane Row Nursery & Landscaping, where she handles accounting and tax work. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining financial planning and discretionary portfolio management with integrated tax and accounting services. The firm typically employs a long-term buy-and-hold investment approach and offers ERISA-focused retirement plan services, distinguishing itself through its CPA affiliation and specialized fiduciary offerings.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Robert R

PFS™

Lafayette, LA

Going CPAs and Wealth Advisors

Robert Roy is a PFS™ credentialed advisor with two years of industry experience, currently serving at Going CPAs and Wealth Advisors in Opelousas, LA. He has been with Going, Sebastien, Fisher and LeBouef, LLP in various roles since 2011. Outside of advisory work, Roy serves as a director and Audit Committee Chair on the board of St. Landry Bank. Going CPAs and Wealth Advisors provides financial planning, discretionary portfolio management, and consulting services primarily to individuals, trusts, estates, and retirement plans. The firm integrates tax and accounting expertise with wealth management, offering a long-term investment approach and ERISA-focused retirement plan services.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Seth D

PFS™

Lafayette, LA

Going CPAs and Wealth Advisors

Seth Dabney is a PFS™ credentialed advisor with two years of experience at Going CPAs and Wealth Advisors in Opelousas, LA. He has been with Going, Sebastien, Fisher and LeBouef, LLP since 2008. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, operating as a CPA practice that provides investment advice with a long-term, buy-and-hold investment approach.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Craig L

CFP®, PFS™

Lafayette, LA

Going CPAs and Wealth Advisors

Craig Lebouef is a partner at Going CPAs and Wealth Advisors in Opelousas, LA, with 17 years of industry experience. He holds the CFP® and PFS™ designations and has been with Going, Sebastien, Fisher & LeBouef, LLP since 2009. Outside of his advisory role, he serves on the board of directors and chairs the audit committee for Catalyst Bank. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm combines accounting and tax services with investment advice, typically implementing client plans with a long-term buy-and-hold strategy using mutual funds, ETFs, and fixed-income instruments.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Charles L

PFS™

Lafayette, LA

Going CPAs and Wealth Advisors

Charles Ledoux is a PFS™ credentialed advisor with Going CPAs and Wealth Advisors, based in Opelousas, LA, and has two years of industry experience. He is a partner at Going, Sebastien, Fisher & LeBouef, LLP, where he focuses on accounting and tax work. Ledoux is also the owner and president of an accounting firm, Charles M. Ledoux, CPA, LLC, where he handles administrative duties. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, providing financial planning, discretionary portfolio management, and consulting. The firm integrates tax and accounting services with wealth management, employing a long-term, buy-and-hold investment approach and offering ERISA-focused retirement plan services.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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