Going Cpas & Wealth Advisors, LLP's Form ADV discloses 1.25% on the first $1 million, 1.00% on the next $500,000, and 0.75% on assets above $1.5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #117104), Going Cpas & Wealth Advisors, LLP is subject to fiduciary duty under federal law.
Going Cpas & Wealth Advisors, LLP is headquartered in OPELOUSAS, LA.
Going Cpas & Wealth Advisors, LLP serves 38 high-net-worth clients according to their SEC filing dated August 10, 2026. View client details ↓
According to their SEC Form ADV, Going Cpas & Wealth Advisors, LLP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Going Cpas & Wealth Advisors, LLP manages $161 million in client assets according to their SEC filing dated August 10, 2026.
According to their SEC Form ADV, Going Cpas & Wealth Advisors, LLP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓