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
William George is a PFS™ credentialed financial advisor at Going CPAs and Wealth Advisors with two years of industry experience. He has held roles at Cetera Investment Advisers LLC, DC Goodwater LLC, Avantax Advisory Services, and operates Kyle George Consulting LLC, where he provides investment planning, retirement planning, and financial planning services. He is also a partner at Hartiens & Faulk LLP, an accounting firm offering tax compliance, accounting, and business consulting services. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, providing financial planning, discretionary portfolio management, and project-based consulting. The firm integrates tax and accounting services with wealth management, managing accounts on a discretionary basis with a long-term buy-and-hold investment approach.
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 CPAs and Wealth Advisors
2026 - Present (1 year)
Cetera
2025 - 2026 (1 year)
DC Goodwater LLC
2024 - 2025 (1 year)
Avantax Advisory Services
2024 - 2025 (1 year)
Kyle George Consulting LLC
2024 - 2026 (2 years)
KG Realty, LLC
2016 - 2026 (10 years)
Hartiens & Faulk LLP
2014 - 2025 (11 years)
Kyle George, CPA, LLC
2013 - Present (13 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.
Series 63, Series 66
Lafayette, LA
A.B. Ridgeway Wealth Management LLC
Series 65
Lafayette, LA
Vermilion Asset Management, LLC
Series 65
Lafayette, LA
Kidd Vision Capital LLC
Series 63, Series 65
Lafayette, LA
Latticework Investments, LLC
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Series 63, Series 65
Lafayette, LA
Meche and Associates LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")