William George is a PFS-designated registered investment advisor at Going Cpas and Wealth Advisors, based in Opelousas, LA, with 2 years of industry experience. William 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
William is involved in several business activities, including renting a room in his primary residence, managing Kyle George CPA LLC (which holds his partnership in an accounting firm), and managing Kyle George Consulting LLC, which offers various financial planning services. He is also a partner at Hartiens & Faulk LLP, an accounting firm, and a member of DG Goodwater LLC, a dormant rental property holding company.
Employment History
Current Registrations
Going Cpas and Wealth Advisors
Previous Registrations
Cetera Investment Advisers LLC
Avantax Advisory Services
State Registrations1 state
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