Advisor at Going CPAs and Wealth Advisors
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Firm
Going CPAs and Wealth Advisors
Location
Lafayette, LA 70508
Credentials
CFP®, PFS™
Industry experience
17 years
Craig Lebouef is a partner at Going CPAs and Wealth Advisors in Opelousas, LA, with 17 years of industry experience. He holds the CFP® and PFS™ designations and has been with Going, Sebastien, Fisher & LeBouef, LLP since 2009. Outside of his advisory role, he serves on the board of directors and chairs the audit committee for Catalyst Bank. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans by providing financial planning, discretionary portfolio management, and project-based consulting. The firm combines accounting and tax services with investment advice, typically implementing client plans with a long-term buy-and-hold strategy using mutual funds, ETFs, and fixed-income instruments.
Based on Going CPAs and Wealth Advisors
Based on Going CPAs and Wealth Advisors
$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001+: 0.75%
Insurance commissions may be received by a partner licensed to sell insurance; disclosed in advance to clients
$125 to $225 per hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: Minimum annual fees may apply; amount not specified Fee-only: Financial planning and consulting hourly fees ranging from $125 to $225 per hour
1700 Kaliste Saloom Road, Building 5
Lafayette, LA 70508
Louisiana · Texas
Going, Sebastien, Fisher & LeBouef, LLP
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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