SUNSET RETIREMENT ADVISORS LLC

Overview

Sunset Retirement Advisors LLC is a small, independent registered investment adviser that focuses on tailored planning and portfolio management for individuals, families and small institutions. The firm emphasizes equity exposure—with a clear preference for exchange-traded equities and ETFs—and operates as a capital allocator, using third‑party managers where appropriate. Advisory services include comprehensive financial planning, portfolio management for individuals and businesses, pension consulting and the selection of other advisers. Sunset Retirement Advisors also identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment selection and portfolio construction. The firm’s fee model is flexible: it charges percentage-of-AUM fees as well as hourly and fixed fees, which supports both ongoing wealth management relationships and one‑off planning engagements. Given the modest scale of assets, the business model appears oriented to hands‑on, client-specific portfolio construction rather than mass-market product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices