Trent Colledge is a CFP-designated registered investment advisor at Sunset Retirement Advisors LLC, based in Provo, UT, with 7 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 30 clients with $3.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee will not exceed 1.00% and is negotiable on a case-by-case basis.
Fee Estimator
Location
350 East Center Street, #10, Provo, UT, 84606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Trent is an adjunct lecturer at Grand Canyon University, spending a few hours per week grading assignments and responding to student questions. Trent also teaches CFP® curriculum part-time online for the University of Virginia, dedicating about 10-20% of their time to this role.
Employment History
Current Registrations
Sunset Retirement Advisors LLC
Previous Registrations
Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC
Elevated Capital Advisors, LLC
Arista Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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