Joseph M. Larsen, C.P.A., P.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
3549 N University Ave Ste 225
Provo UT 84604
Advisors at this office
1
Most active in
Utah
Also doing business as
Joseph M Larsen Cpa Pc · Joseph M. Larsen, C.P.A., P.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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