Robert Nelson
Sunset Retire · Provo, Utah
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.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Early-career professionals
- Multi-generational families
Facts
| Firm | Sunset Retire |
|---|---|
| Based in | Provo, Utah |
| 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 7519629 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sunsetretire.com |
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Questions about Robert
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.
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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