We have been in business for over 25 years, served more than 10,000 accounts with over 40,000 unique investments. Our job is to empower our valued clients, to help your retirement funds grow to their fullest potential. Learn more about Accuplan's history here.Learn More
Accuplan encourages potential clients to shop around before opening an account with us. We're proud to state that our fees are one of the lowest you'll find. See our fee schedule for more detailed information.Learn More
Our self-directed IRA professionals have decades of experience, and are experts on all self-directed IRS laws and rules. Our team is constantly learning and teaching the industry best practices, because knowledge is what we value.Learn More
Our investment portal offers an intuitive space where you can manage your account, or your client accounts. You and your clients can easily pay bills and vendors, manage investments, store and share documentation. Whitelabel options are available for business accounts.Learn More
What type of account is right for you. Traditional, roth, etc.
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"I have been with other companies in this unique industry and I have received superior service from Accuplan for the last 11 years.
It's difficult to find someone that is knowledgeable of alternative non-traditional investments, and the ins and outs of the funding process.
Accuplan effectively communicates in these concepts in layman's terms so it's very easy to understand the self-direction concept. The team is invaluable and deadicated to customer service. Very satisfied client."
- Rose B. Littleton, CO