GOING CPAS AND WEALTH ADVISORS
SEC RegisteredTrue wealth can't be defined by a number.
About the firm
Going CPAs & Wealth Advisors is dedicated to delivering exceptional accounting, tax, consulting, and wealth management services tailored to the needs of individuals and businesses. What began over seventy-five years ago and became Going, Sebastien, Fisher & LeBouef LLP is now Going CPAs & Wealth Advisors, a firm of CPA Financial Planners with a continued mission to build clients' wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Accounting services, tax planning and preparation, wealth management, and retirement planning.
Who they serve
Individuals and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 286 | $67M |
| High Net Worth Individuals | 38 | $77M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Next $500,000 | 1.00% |
| Balance over $1,500,000 | 0.75% |
Data as of February 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GOING CPAS AND WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched