Joseph M. Larsen, C.P.A., P.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,201,283
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$1,100,642
About
The firm provides ongoing portfolio management and financial planning to individual and high-net-worth clients and operates as a certified public accounting practice that offers accounting and tax-related services alongside its advisory work. Its client base is small — two advisory clients and approximately $2.2 million in assets under management — and it documents goals and risk tolerances through Investment Policy Statements.
The firm’s investment approach emphasizes long-term trading and modern portfolio theory, generally implemented through mutual funds, with regular (at least quarterly) account reviews and delivery of written financial plans. Uncommonly for peers, the firm manages assets on a primarily non-discretionary basis and does not have investment discretion over client accounts.
Noteworthy features include the firm’s affiliation with an accounting practice and the CPA background of its principal, which may result in combined tax/accounting and advisory services and the potential conflicts that creates (disclosed in the brochure). The firm also requires clients to use a specific custodian/broker (T. Rowe Price), reports no soft-dollar benefits, does not participate in wrap programs, and does not engage in block trading, reflecting a very small, tightly controlled practice model.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
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
Main office location
Joseph M. Larsen, C.P.A., P.C.
3549 N University Ave Ste 225
Provo UT 84604, United States
Number of offices
1
Most active in
Joseph M. Larsen, C.P.A., P.C. has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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