# Robert Nelson

> Robert Nelson is a fee-only financial advisor at Sunset Retire in Provo, Utah. Robert 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.

Page: https://find.wellspent.co/advisors/robert-nelson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sunset Retire
- **Based in:** Provo, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.5M across 52 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Executives, Retirees, Pre-retirees, Early-career professionals, Multi-generational families
- **CRD:** 7519629 (https://adviserinfo.sec.gov/individual/summary/7519629)
- **SEC registration:** Investment adviser representative in NV, UT
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://sunsetretire.com/

## Frequently asked questions

### Is Robert Nelson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?

Robert's firm, Sunset Retire, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Nelson based?

Robert Nelson is based in Provo, Utah.

### What does Robert specialize in?

Robert's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Robert works with executives, retirees, pre-retirees, early-career professionals and multi-generational families.

### Is Robert Nelson registered with the SEC?

Yes. Robert Nelson is registered as an investment adviser representative in NV and UT (CRD 7519629), 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 Robert Nelson?

Through Robert's website, sunsetretire.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7519629): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sunsetretire.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.