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Sunset Retirement Advisors LLC

Updated today

Client assets under management

$1,810,367

Clients

21

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

7

Very Low

Average account size

$86,208

About

Sunset Retirement Advisors provides financial planning, investment management, retirement-plan consulting, and retirement-plan management to a mix of individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm operates as a fee-only adviser and delivers services through discretionary portfolio management as well as both project-based and ongoing financial-planning engagements.

The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, typically using passive index funds, ETFs, and mutual funds while accommodating socially responsible preferences when requested. Sunset routinely implements third‑party model portfolios and outside managers—integrating services from platforms such as Betterment for Advisors, the Altruist Model Marketplace, and XY Investment Solutions—and conducts periodic (including quarterly and annual) reviews to monitor suitability and plan progress.

What is distinctive for a firm of this size is its business alignment with other advisory entities: a principal is dually registered with another registered investment adviser and the firm formally recommends and coordinates with outside managers and model providers. Sunset also focuses on employer retirement-plan services, including fiduciary investment-manager roles for plans, in addition to its individual planning work.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

Demographic focus

Approaching retirement Retired

Fee options

Fixed

$2,500 fixed fee for Project-Based Financial Planning; initial fee up to $2,500 for Ongoing Financial Planning

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.70%

Project-based

$150/hour for Project-Based Financial Planning

Subscriptions

Recurring fixed fee of $149.99/month for Ongoing Financial Planning

Other

Fee-only: Fee-only firm, compensated solely by Clients for services

Main office location

Sunset Retirement Advisors LLC

350 East Center Street, #10

Provo UT 84606, United States

Number of offices

2

Most active in

Nevada · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Trent C

CFP®, Series 65

Provo, UT

Sunset Retirement Advisors LLC

Trent Colledge is a CFP® with six years of industry experience, currently serving at Sunset Retirement Advisors LLC. His prior roles include positions at Orion Portfolio Solutions, Elevated Retirement Group, and Arista Wealth Management. He is also an adjunct lecturer at Grand Canyon University and teaches CFP® curriculum part-time at the University of Virginia. Sunset Retirement Advisors LLC is a fee-only investment advisory firm specializing in employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional accounts. The firm provides retirement plan consulting and management, including investment policy development, participant education, and vendor searches, often utilizing outside managers and model portfolios.

General retirement planning Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Tax-loss harvesting Founder/Business Owner Retired Approaching retirement
user avatar

Robert N

Series 65

Provo, UT

Sunset Retirement Advisors LLC

Robert Nelson is a financial advisor at Sunset Retirement Advisors LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at West Ridge Advisors, Udall CPA Group, FAL Advisors, Rubin Brown LLP, K2 Energy Solutions, and SubAmerica LLC. Outside of advising, he is involved in several business ventures including accounting and tax preparation services and serves as president of the Nelson Family Foundation. Sunset Retirement Advisors LLC is a fee-only investment advisory firm that serves employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional or pooled accounts. The firm focuses on retirement plan consulting and management, offering discretionary trading authority and acting as an ERISA fiduciary, with a distinctive emphasis on pension consulting and plan-level investment management.

General retirement planning Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Tax-loss harvesting Founder/Business Owner Retired Approaching retirement
user avatar

Tyler H

CFP®, Series 65

Las Vegas, NV

Sunset Retirement Advisors LLC

Tyler Hunt is a CFP® with eight years of industry experience and serves as the sole advisor at QTS Retirement Services LLC. His prior roles include positions at Soltis Investment Advisors LLC and Arista Wealth Management, LLC. Outside of advisory work, he manages a family investment pool through ATMWA, LLC. QTS Retirement Services LLC is an independent, single-advisor registered investment adviser focused on serving individual investors, trusts, and sponsors of qualified retirement plans. The firm emphasizes ERISA plan services and uses a goal- and risk-based investment approach grounded in Modern Portfolio Theory.

General retirement planning Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Tax-loss harvesting Founder/Business Owner Retired Approaching retirement
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