Joshua Mclain
Sunset Retire · Las Vegas , Nevada
Joshua Mclain is a fee-only financial advisor at Sunset Retire in Las Vegas , Nevada. Joshua focuses on retirement planning, estate & legacy planning and tax planning. Sunset Retire reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Early-career professionals
- Multi-generational families
Facts
| Firm | Sunset Retire |
|---|---|
| Based in | Las Vegas , Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $3.5M across 52 accounts |
| SEC registration | Investment adviser representative in NV, UT · CRD 8277181 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sunsetretire.com |
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Questions about Joshua
Is Joshua Mclain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Sunset Retire reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Sunset Retire, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Mclain based?
Joshua Mclain is based in Las Vegas , Nevada.
What does Joshua specialize in?
Joshua's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Joshua works with executives, retirees, pre-retirees, early-career professionals and multi-generational families.
Is Joshua Mclain registered with the SEC?
Yes. Joshua Mclain is registered as an investment adviser representative in NV and UT (CRD 8277181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sunset Retire manage?
Sunset Retire reports $3.5M across 52 accounts in assets under management.
How do I contact Joshua Mclain?
Through Joshua's website, sunsetretire.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sunset Retire website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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