Advanta IRA is a self-directed IRA third party administrator with offices in Georgia, Boston, Ft Lauderdale, Fort Myers, Tampa and Gainesville. The company was formerly a franchisee of The Entrust Group (Entrust of Tampa Bay & Entrust Georgia), however, when Entrust discontinued their franchise model the company went off on its own. Below you will find more information about Advanta IRA. If you have personal experience working with Advanta IRA, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).
Advanta IRA Licensing:
Custodial type: Third Party Administrator
Custodial partner: First Trust Company of Onaga
Advanta IRA Clients:
Assets under custody: $1 billion +
Better Business Bureau (BBB) Accreditation: The business is accredited by the BBB
To view BBB complaints against Advanta IRA, please see the companies BBB profile page.
Advanta IRA’s Leadership & Staff:
Managing Partners: Jack M. Callahan & Dave Owens
Staff size: 40
Advanta IRA Locations:
13191 Starkey Rd., Suite 9
Largo, FL 33773
3525 Piedmont Road NE
Bldg. 8 Suite 101
Atlanta, GA 30305
1520 Royal Palm Square Blvd., Ste. 320
Ft. Myers, FL 33919
9116 SW 51st Rd
Gainesville, FL 32608
101 Northeast 3rd Ave., Ste. 1500
Fort Lauderdale, FL 33301
275 Grove Street, Suite 2-400
Newton, MA 02466
15125 US Highway 19 S, Suite 388
Thomasville, GA 31792
Fee Schedule for Advanta IRA Self-Directed IRAs
Each Advanta IRA office has their own fee schedule, so for specific fees make sure to check your local office here (under fees & forms).
Note that Advanta IRA offers two fee structures – you can either choose to pay a flat fee based on the number of assets you hold inside the account, or you can pay a fee based on the size of your account.
Other Products Offered By Advanta IRA:
Coverdell Education Savings Accounts
Advanta IRA’s Contact Information
We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on Advanta IRA which warrants addition to this page, please email us at firstname.lastname@example.org.