Advisor at Going CPAs and Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Going CPAs and Wealth Advisors
Location
Lafayette, LA 70508
Credentials
PFS™
Industry experience
2 years
Robert Roy is a PFS™ credentialed advisor with two years of industry experience, currently serving at Going CPAs and Wealth Advisors in Opelousas, LA. He has been with Going, Sebastien, Fisher and LeBouef, LLP in various roles since 2011. Outside of advisory work, Roy serves as a director and Audit Committee Chair on the board of St. Landry Bank. Going CPAs and Wealth Advisors provides financial planning, discretionary portfolio management, and consulting services primarily to individuals, trusts, estates, and retirement plans. The firm integrates tax and accounting expertise with wealth management, offering a long-term investment approach and ERISA-focused retirement plan services.
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
Going, Sebastien, Fisher and LeBouef, LLP
2024 - Present (2 years)
Going, Sebastien, Fisher and LeBouef, LLP
2019 - Present (7 years)
Going, Sebastien, Fisher and LeBouef, LLP
2011 - 2019 (8 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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Series 63, Series 65
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Meche and Associates LLC
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