Packages and Pricing
We offer flexible package options designed to align with your unique investing goals and needs.
Self-Directed
IRA
$300 annual fee, plus transaction fees.
✔ Ideal for single, long-term investments with little to no account activity.
Self-Directed
IRA Plus+
$500 annual fee, plus transaction fees.
✔ Our basic Self-Directed IRA, plus…
📜 Added investment support, like free preparation of promissory notes, purchase contracts, leases, deeds, and more.
A $2000+ value per year, plus…
📞 A FREE 1 hour estate planning consultation with a licensed tax attorney.
A $250 value!
Checkbook Control SDIRA
$300 annual fee, no transaction fees
$1000 one time entity formation fee
✔ No transaction fees.
✔ Ideal for multiple investments, including multiple asset classes.
🏠 Ideal for real estate investments!
💵 Ideal for frequent money movement between investments.
✔ Offers the most flexibility and growth.
Checkbook Control SDIRA Plus+
$500 annual fee, no transaction fees
$1000 one time entity formation fee
✔ Our Checkbook Control SDIRA, plus…
📜 Added investment support, like free preparation of promissory notes, purchase contracts, leases, deeds, and more.
A $2000+ value per year, plus…
📞 A FREE 1 hour estate planning consultation with a licensed tax attorney.
A $250 value!
💰 Opt in for access to exclusive investment opportunities!
Solo 401(k)
$150 annual fee, no transaction fees
$600 one time plan document fee
✔ Available to self-employed individuals.
✔ Higher annual contribution limits.
✔ Tax benefits beyond IRAs.
✔ Add Plus+ for $200 / year.
Self-Directed
HSA
$No annual fee, no transaction fees
$1000 one time entity formation fee
✔ Use funds for medical expenses.
✔ Grow healthcare dollars by investing in alternative investments.
✔ Triple tax perks!—deductible contributions, tax-deferred growth, and tax-free distributions for qualified healthcare expenses
✔ Add Plus+ for $200 / year.
About Plus+
Elevate your self-directed retirement strategy with our Plus+ package, designed for investors who want more hands-on support and exceptional value without added complexity. Whether you choose the Basic Self-Directed IRA Plus+ or the Checkbook Control IRA Plus+, you gain:
Expert preparation of essential investment documents at no extra cost—including promissory notes, purchase contracts, leases, deeds, and other transaction paperwork. These legal documents can easily cost $500–$2,000+ each when sourced from attorneys or title companies, so this included service saves you significant out-of-pocket expenses while letting you act quickly and confidently on opportunities.
A FREE 1-hour estate planning consultation with a licensed tax attorney to help align your IRA with your overall legacy goals and ensure tax-efficient wealth transfer.
For Checkbook Control clients, the option to opt in for access to exclusive investment opportunities, keeping you informed of select deals while maintaining full control..
“The Checkbook Control IRA has made managing my rental properties so much easier. I should have made the switch years ago.”
— Becky in Dublin, OH