# Going CPAS & Wealth Advisors, LLP

> Going CPAS & Wealth Advisors, LLP is an SEC-registered investment advisory firm in Opelousas, LA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 117104
- Filed as: GOING CPAS & WEALTH ADVISORS, LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Opelousas, LA
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117104
- AdvisorCensus page: https://advisorcensus.com/firm/going-cpas-and-wealth-advisors-llp-opelousas-la-117104

## Quick answers

**How is Going CPAS & Wealth Advisors, LLP compensated?**
On its Form ADV (Item 5.E, October 2026), Going CPAS & Wealth Advisors, LLP reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Going CPAS & Wealth Advisors, LLP charge?**
Its Form ADV Part 2A brochure dated July 16, 2026 states: Hourly rate: $125 to $225 an hour (Financial Planning and General Consulting Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Going CPAS & Wealth Advisors, LLP located?**
Going CPAS & Wealth Advisors, LLP's principal office is in Opelousas, LA, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Going CPAS & Wealth Advisors, LLP registered with the SEC or a state?**
Going CPAS & Wealth Advisors, LLP is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 117104.

**How much does Going CPAS & Wealth Advisors, LLP manage?**
Going CPAS & Wealth Advisors, LLP reports $160,825,856 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**What types of clients does Going CPAS & Wealth Advisors, LLP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (286); high net worth individuals (38).

**Which custodians does Going CPAS & Wealth Advisors, LLP use?**
Going CPAS & Wealth Advisors, LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Going CPAS & Wealth Advisors, LLP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117104

**Does Going CPAS & Wealth Advisors, LLP state an account minimum?**
Its Form ADV Part 2A brochure dated July 16, 2026 says: "The minimum portfolio value is generally set at $ 100,000. Minimum annual fee s may apply ." "With some exceptions, the minimum portfolio value eligible for conventional investment advisory services is $100,000 ."

**What changed in Going CPAS & Wealth Advisors, LLP's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 8 to 9. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 16, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The minimum portfolio value is generally set at $ 100,000. Minimum annual fee s may apply .

> With some exceptions, the minimum portfolio value eligible for conventional investment advisory services is $100,000 .

- Hourly rate: $125 to $225 an hour (Financial Planning and General Consulting Fees)

> fees are charged hourly at rates ranging from $ 125 to $225, depending on the personnel involved and the scope of the work.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $160,825,856
- Discretionary: $160,825,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 286 | $66,785,611 |
| High net worth individuals | 38 | $76,703,742 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,649,503 |
| Charitable organizations | Fewer than 5 | $11,247,091 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,439,909 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Lafayette, LA
- New Iberia, LA

### Websites listed on Form ADV (Item 1.I)
- going.cpa
- Facebook @GoingCPAs
- LinkedIn @going-cpas-wealth-advisors

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 8 to 9.
- Updated its list of owners and control persons (Schedule A).

### August 2026
- No longer lists the business name Going CPAS and Wealth Advisors.
- Changed its legal name from Going, Sebastien, Fisher & Lebouef, LLP to Going CPAS & Wealth Advisors, LLP.

### March 2026
- Regulatory assets under management went from $123,859,543 to $160,825,856 (+30%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Going CPAS & Wealth Advisors, LLP (CRD 117104): Form ADV filing data as of October 2026.