Going Cpas & Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Going Cpas & Wealth Advisors reports 324 clients. They include 286 individual clients and 38 high-net-worth individuals. Of its assets, 100.0% ($161M across 601 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 42% |
| High-net-worth individuals | 12% | 48% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | Fewer than 5 | 7% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 286 | $66.8M | 41.5% | $234K |
| High-net-worth individuals | 38 | $76.7M | 47.7% | $2.02M |
| Pension and profit-sharing plans | Fewer than 5 | $3.65M | 2.3% | — |
| Charitable organizations | Fewer than 5 | $11.2M | 7.0% | — |
| Corporations and other businesses | Fewer than 5 | $2.44M | 1.5% | — |
| Total | 324 | $161M | 100% | — |
- Clients
- 286
- Regulatory AUM
- $66.8M
- AUM share
- 41.5%
- Avg. per client
- $234K
- Clients
- 38
- Regulatory AUM
- $76.7M
- AUM share
- 47.7%
- Avg. per client
- $2.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.65M
- AUM share
- 2.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $11.2M
- AUM share
- 7.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.44M
- AUM share
- 1.5%
- Avg. per client
- —
Total
- Clients
- 324
- Regulatory AUM
- $161M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Going Cpas & Wealth Advisors is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and General Consulting
- Financial planning and general consulting are billed hourly at $125 to $225, depending on personnel and scope; the hourly rates are not negotiable.
The leadership team of Going Cpas & Wealth Advisors includes Chief Compliance Officer Craig Lebouef. It has 11 employees, 9 of them in advisory roles.
Staff
- 11 employees
- 9 in advisory functions
- 9 state-registered reps
- 1 insurance agent
- Owns 75% or more of Going Cpas & Wealth Advisors, LLP
Matthew Sebastien
Control person · since December 2008
- Owns 75% or more of Going Cpas & Wealth Advisors, LLP
Donald Fisher
Control person · since December 2008
- Owns 10% to 25% of Going Cpas & Wealth Advisors, LLP
Craig C. Lebouef, CPA, L.L.C.
since January 2009
- Owns 75% or more of Craig C. Lebouef, CPA, L.L.C.
Craig Lebouef
Control person · since December 2008
- Owns 10% to 25% of Going Cpas & Wealth Advisors, LLP
Darren J. Cart, CPA, L.L.C.
since January 2009
- Owns 75% or more of Darren J. Cart, CPA, L.L.C.
Darren Cart
Control person · since December 2008
- Owns 10% to 25% of Going Cpas & Wealth Advisors, LLP
C. Matthew Ledoux, CPA, L.L.C.
since January 2016
- Owns 75% or more of C. Matthew Ledoux, CPA, L.L.C.
Charles Ledoux
Control person · since January 2016
- Owns 10% to 25% of Going Cpas & Wealth Advisors, LLP
Robert A. Roy, JR., LLC
since February 2019
- Owns 75% or more of Robert A. Roy, JR., LLC
Robert Roy
Control person · since February 2019
- Owns 10% to 25% of Going Cpas & Wealth Advisors, LLP
Scott D Hayes Cpas LLC
since January 2020
- Owns 75% or more of Scott D Hayes Cpas LLC
Scott Hayes
Control person · since January 2020
- Owns 10% to 25% of Going Cpas & Wealth Advisors, LLP
Amy B Spellman CPA LLC
since January 2023
- Owns 75% or more of Amy B Spellman CPA LLC
Amy Spellman
Control person · since January 2023
- Owns 10% to 25% of Going Cpas & Wealth Advisors, LLP
Kaleb B. Andrepont CPA LLC
since January 2026
- Owns 75% or more of Kaleb B. Andrepont CPA LLC
Kaleb Andrepont
Control person · since January 2026
Besides its headquarters, Going Cpas & Wealth Advisors has 2 offices, with 3 listed addresses in 1 state.
Louisiana · 3 listed addresses
- 2811 South Union, OpelousasHQ
- 1700 Kaliste Saloom Road, Lafayette
- 1101 East Admimral Doyle DR., New Iberia
Contact and registration details
- Legal name
- Going Cpas & Wealth Advisors, LLP
- Headquarters
- 2811 South Union, Opelousas, LA 70570
- Website
- Not reported
- Phone
- 337-942-3041
- @going-cpas-wealth-advisors
- SEC file
- 801-132882
- Structure
- Louisiana limited liability partnership
- Fiscal year end
- December
Going Cpas & Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($161M). Going Cpas & Wealth Advisors has custody of $12.3M for 3 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $161M100%
At year end, Going Cpas & Wealth Advisors’ separately managed accounts were mostly in funds (88%).
What the accounts hold
- Stocks2%
- Funds88%
- Bonds8%
- Investment grade corporate bonds6%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash1%
- Other1%
- Certificates of deposit1%
How many clients does Going Cpas & Wealth Advisors have?
Going Cpas & Wealth Advisors has 324 clients and manages $161 million for them, as of August 2026. They include 286 individual clients and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026
What services does Going Cpas & Wealth Advisors offer?
Going Cpas & Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Going Cpas & Wealth Advisors use?
Going Cpas & Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $161M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026
How many financial advisors does Going Cpas & Wealth Advisors have?
Going Cpas & Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Going Cpas & Wealth Advisors invest in?
At the end of its last fiscal year, Going Cpas & Wealth Advisors’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 6% investment grade corporate bonds, 2% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Certificates of Deposit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Going Cpas & Wealth Advisors?
Going Cpas & Wealth Advisors is owned through holding companies by Craig Lebouef, Darren Cart, Charles Ledoux, Robert Roy, Scott Hayes and 2 others. Its direct owners are Craig C. Lebouef, CPA, L.L.C. (10% to 25%), Darren J. Cart, CPA, L.L.C. (10% to 25%), C. Matthew Ledoux, CPA, L.L.C. (10% to 25%), Robert A. Roy, JR., LLC (10% to 25%), Scott D Hayes Cpas LLC (10% to 25%), Amy B Spellman CPA LLC (10% to 25%), Kaleb B. Andrepont CPA LLC (10% to 25%), Matthew Sebastien (75% or more) and Donald Fisher (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 August 2026
How does Going Cpas & Wealth Advisors get paid?
Going Cpas & Wealth Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Going Cpas & Wealth Advisors?
Going Cpas & Wealth Advisors’ main office is at 2811 South Union, Opelousas, LA 70570. Its phone number is 337-942-3041.