Start the conversation.

We're here to help you navigate the freedom of self-directed investing.

What we can help with:

  • Plan eligibility
  • Comparing plan models
  • Setup & funding process
  • General investing rules
  • Plan administration

Prefer to contact us directly? start@selfdirectedplans.com

We typically respond within 1 business day.

Common questions

What are your business hours ?

We are open for business Monday through Friday from 8:00 a.m. to 5:00 p.m., Pacific time. 

Where is Self-Directed Plans located ?

Our headquarters are in Seattle, Washington.

How are your fees so much less than other providers?

Traditional self-directed IRA providers built their businesses on agent-dependent sales and support, and paper-heavy processes. That overhead gets passed to clients in the form of elevated setup fees and ongoing charges. !!!

We built a digital-first model from the ground up, with structured education, a best-in-class knowledge base, and technology-enhanced support that eliminate overhead without compromising on expertise or compliance. Help is available around the clock, not just during business hours.

The result: setup fees and total cost of ownership at roughly half the industry average, with no per-transaction or asset-value-based fees. As your plan grows and your investment activity increases, your costs don't.

Read more: How are your fees so much less than other providers?

How can I login to the Client Portal?

Visit portal.selfdirectedplans.com.
If you have difficulty with your login or password, please send us a ticket.

How soon can I expect a response?

We aim to respond within one business day.  We are often able to respond quite promptly.

Can I schedule a consultation?

Yes, if you have questions about establishing a self-directed plan you can schedule a free consultation to explore your options.