Advisor at Joseph M. Larsen, C.P.A., P.C.
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Firm
Joseph M. Larsen, C.P.A., P.C.
Location
Provo, UT 84604
Credentials
CFP®
Industry experience
16 years
Joseph Larsen is a CFP® professional with 16 years of industry experience. He operates his own firm, Joseph M. Larsen, C.P.A., P.C., where he has provided accounting and tax services since 1993. The firm primarily serves individual clients, including high-net-worth individuals, offering portfolio management and comprehensive financial planning. Joseph M. Larsen, C.P.A., P.C. focuses on investment, retirement, tax, college, and debt/credit planning, using a documented Investment Policy Statement to align client goals with tax considerations and risk tolerance. The firm employs a long-term, modern portfolio theory approach with periodic reviews and provides portfolio services mainly centered on mutual funds, operating largely on a non-discretionary basis.
Based on Joseph M. Larsen, C.P.A., P.C.
1.00% annually with a $1,600 minimum per year
$199 per hour for financial planning services
Account minimum: $1,600 Minimum fee: $1,600 minimum annual fee for portfolio management
3549 N University Ave Ste 225
Provo, UT 84604
Utah
Joseph M. Larsen CPA PC
1993 - Present (33 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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