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Our Pricing

Simple and transparent pricing for Self-Directed retirement plans.

Self-Directed IRA Checkbook Controlled

Self-Directed IRA

checkbook controlled

$999 one-time fee
$180 per year

Get Started

  • Checkbook Control means making investments is as simple as writing a check
  • Invest in real estate and more tax free
  • No minimum balance (with a credit card on file)
  • Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
  • Get our annual compliance service, included the first year and just $199 thereafter
  • We handle all IRS reporting and administration

Self-Directed IRA Custodian Controlled

Self-Directed IRA

custodian controlled

$0 one-time fee
$360 per year

Get Started

  • One low flat annual fee
  • No minimum balance (with a credit card on file)
  • Invest in real estate and more tax free
  • Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
  • We handle all IRS reporting and administration

Solo 401(k)

Solo 401(k)

for self-employed

$999 one-time fee
$199 per year*

Get Started

*Beginning in second year.

  • Best plan for self-employed individuals
  • No minimum balance (with a credit card on file)
  • Invest in real estate and more tax free
  • No account fees
  • Get checkbook control
  • Save up to $63,500 and borrow up to $50,000 tax free

HSA and ESA

HSA & ESA

health & education

$0 one-time fee
$360 per year

Get Started

  • Quick and cost-effective custodial services
  • No account value fees
  • Fee is deducted from your account upon set-up, and deducted in quarterly installments of $90 beginning the following calendar year.

Self-Directed IRA Checkbook Controlled

Self-Directed IRA

checkbook controlled

$999 one-time fee
$180 per year

Get Started

  • Checkbook Control means making investments is as simple as writing a check
  • Invest in real estate and more tax free
  • No minimum balance (with a credit card on file)
  • Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
  • Get our annual compliance service, included the first year and just $199 thereafter
  • We handle all IRS reporting and administration

Self-Directed IRA Custodian Controlled

Self-Directed IRA

custodian controlled

$0 one-time fee
$360 per year

Get Started

  • One low flat annual fee
  • No minimum balance (with a credit card on file)
  • Invest in real estate and more tax free
  • Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
  • We handle all IRS reporting and administration

Solo 401(k)

Solo 401(k)

for self-employed

$999 one-time fee
$199 per year*

Get Started

*Beginning in second year.

  • Best plan for self-employed individuals
  • No minimum balance (with a credit card on file)
  • Invest in real estate and more tax free
  • No account fees
  • Get checkbook control
  • Save up to $63,500 and borrow up to $50,000 tax free

HSA & ESA

HSA & ESA

health & education

$0 one-time fee
$360 per year

Get Started

  • Quick and cost-effective custodial services
  • No account value fees
  • Fee is deducted from your account upon set-up, and deducted in quarterly installments of $90 beginning the following calendar year.