GOING CPAS AND WEALTH ADVISORS
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 And Wealth Advisors is an independent RIA organized as a limited liability partnership that combines accounting practice roots with wealth advisory services. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage-of-AUM component alongside hourly charges. The firm is SEC-registered (registration year listed as 2025) and identifies as an accountant-led advisory practice rather than a capital allocator or multi-state adviser. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 12Scott 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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