Sunset Retirement Advisors Llc
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $3.5M
- Discretionary
- $3.5M
- Clients
- 30
- Avg AUM / client
- $116K
- Accounts
- 52
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $1.8M | 52.2% |
| Pension and profit sharing plans | 9 | $1.7M | 47.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tyler Lee Hunt | Registered representative | CFP | Mar 2025 (1y) | |
| Trent Heber Colledge | Registered representative | CFP | Mar 2025 (1y) | |
| Robert Andrew Nelson | Registered representative | Sep 2025 (1y) | ||
| Joshua Adam Mclain | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗