About Us

iPlanGroup is an independent, passive administrator. We offer self-directed investors unparalleled service and support with a simplified fee structure.

Our company was founded on the belief that self-directed investors, given the right tools, would be able to take control of their retirement and truly diversify their portfolio using non-traditional investments.

At iPlanGroup, our team shares a singular focus – your needs as a self-directed retirement investor. We work tirelessly on your behalf to ensure your expectations are met and exceeded. This personal touch and attention to detail are what set us apart from our competition.

Client Relationship Specialists at iPlanGroup focus on:

  • Supervising the delivery of excellent service from our highly experienced, multidisciplinary team of specialists.
  • Working to truly understand your unique needs and goals as a self-directed investor.
  • Offering financial services and personalized one-on-one attention.

Our fees are clearly detailed, allowing you to quickly analyze and compare our costs to those of our competitors.

We offer our self-directed investors online access to their account information, which greatly enhances management flexibility.