Going Cpas & Wealth Advisors, LLP
Firm details
- Headquarters
- Opelousas, Louisiana
- CRD number
- 117104
- Registered since
- August 4, 2025
- Website
- www.goingcpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI47.69%
- Individuals41.53%
- Charitable Organizations6.99%
- Pension & Profit Sharing Plans2.27%
- Corporations / Businesses1.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Going CPAs & Wealth Advisors, LLP is an independent registered investment adviser operating as a limited liability partnership that combines accounting practice and wealth management. The firm targets individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services as part of its advisory offering. Its fee model mixes a percentage of assets under management with hourly charges. The organization is SEC-registered (registration year 2025) and identifies its owner structure as a combination of domestic entities and individuals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Investment Grade Corp Bonds6%
- Exchange Traded Equities2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 12
Scott Hayes
PartnerCRD 7224053
Charles Ledoux
PartnerCRD 6751704
Robert Roy
Investment Advisor RepresentativeCRD 7123760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Opelousas, LA
Saint Landry
Location
Opelousas, LA
Headquartered in Opelousas, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Saint Landry
- Address
- 2811 S Union St
- Time zone
- CT (UTC-6)
- Office locations
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