Amy Spellman is a PFS-designated registered investment advisor at Going Cpas and Wealth Advisors, based in Opelousas, LA, with 2 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 324 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Minimum annual fees may apply. Fees may be negotiable.
Fee Estimator
Location
2811 South Union, Opelousas, LA, 70570
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amy is a partner and treasurer at Cane Row Nursery & Landscaping since 2021, where she handles accounting and tax work. This requires minimal time each month.
Employment History
Current Registrations
Going Cpas and Wealth Advisors
State Registrations1 state
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