Joel Larsen is a CFP-designated registered investment advisor at Cwm, LLC, based in Orlando, FL, with 23 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
7380 W Sand Lake Road, Ste. 500, Orlando, FL, 32819
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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 ActivitiesSells Insurance
Joel is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2014, dedicating minimal time to this activity. He also teaches personal financial management, serves as a board member for the Yolo County Airport Advisory Committee, and is a guest speaker for employee wellness firms.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Navion Financial Advisors, LLC
LPL Financial LLC
Wachovia Securities, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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