Sunset Retirement Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Our hourly rate is $150.”

Flat or project fee

$2,500

“Ongoing Financial Planning SRA collects an initial fee, no greater than $2,500.”

Annual fee

$20,000/yr

“The annual fee would be $20,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sunset Retirement Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual advisory fee is paid quarterly in arrears the value of Client’s account(s) 9 as of the last day of the quarterly billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Agreement.”

How Sunset Retirement Advisors LLC’s fees compare

• Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Provo that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is above the Utah median of $2,050. 57% of the 63 other Utah planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Provo that publish a flat or project fee charge less.
• Its annual fee of $20,000 is above the Utah median of $10,750. 94% of the 16 other Utah planners that publish an annual fee charge less.

About Sunset Retirement Advisors LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

21

Employees

2

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$3,468,473

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333226

Website

sunsetretire.com (opens in new tab)

Phone

(801) 850-3013

Can advise clients in 3 states: Alaska, Nevada, Utah

Other planners in Provo that publish fees

• Chugg Wealth Strategies, LLCProvo$100/hr
• Joseph M. Larsen, C.P.A., P.C.Provo$199/hr
• Portside Wealth Group, LLCProvo$150⁠-⁠$350
• Retirement Advice LLCProvo$300/hr
• Retirement Solutions Investments, Inc.Provo$2,500

Compare all 9 planners in Provo