Joseph M. Larsen, C.P.A., P.C. fees and pricing

Financial planner in Provo, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Joseph M. Larsen, C.P.A., P.C. charges $199 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $199/hr; “The non-negotiable hourly fee for these services is $199.”

Payment and refund terms, quoted from the fee section of the brochure.

“Clients may terminate the agreement without penalty for a full refund of JMLCPAPC's fees within five business days of signing the Investment Advisory Contract.”
“Fees are charged in arrears upon completion.”
“Clients may terminate the agreement without penalty for a full refund of JMLCPAPC's fees within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $199 is below the Utah median of $200. 41% of the 78 other Utah planners that publish an hourly rate charge less.
2 of the 3 other planners in Provo that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 1993 (33 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 2
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,201,283
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 281445
Website: jmlarsencpa.com (opens in new tab)
Phone: (801) 373-5300

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.