Las Vegas, NV Office

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Sunset Retirement Advisors LLC logo

Sunset Retirement Advisors LLC

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Firm-wide stats for Sunset Retirement Advisors LLC

Total advisors

4

Across 2 offices

Clients per advisor

5 Very Low

Avg AUM per client

$86,208 Very Low

HNW client ratio

0% Very Low

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.

Based on Sunset Retirement Advisors LLC

Expertise

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

Based on Sunset Retirement Advisors LLC

Occupation focus

Founder/Business Owner Retired

Based on Sunset Retirement Advisors LLC

Demographic focus

Approaching retirement Retired

Based on Sunset Retirement Advisors LLC

Location

Las Vegas NV

Advisors at this office

1

View complete list of advisors at this office
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