Quest IRA (previously known as Entrust Retirement Services, Inc.) is a self-directed IRA third party administrator, and former Entrust Group franchise that went off on its own when Entrust ended its franchise program. Quest IRA’s headquarters is located in Houston, TX, but the company also has offices in Austin, Dallas and Mason, MI. According to their website, Quest IRA has plans to open an office in Seattle, WA as well. Below you will find more information about Quest IRA. If you have personal experience working with Quest 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).
Quest IRA Licensing:
Custodial type: Third Party Administrator
Custodial partner: First Trust Company of Onaga
Quest IRA Clients:
Clients: 8,000+
Assets under custody: $800 Million+
Client Protections
A Better Business Bureau (BBB) profile could not be found for Quest IRA. If you come across one, please let us know so we can update the page.
Quest IRA’s Leadership & Staff:
President & CEO: H. Quincy Long
Staff size: 45
Quest IRA Location:
Houston, TX 77084
Fee Schedule for Quest IRA Self-Directed IRAs
The fee schedule for Quest IRA self-directed IRAs can be found here.
Note Quest IRA offers a family plan where a family (Husband, wife & children) can have an unlimited number of IRA accounts for one flat fee.
Other Products Offered By Quest IRA:
HSA Accounts
Coverdell Education Savings Accounts
Quest IRA’s Contact Information
Phone: 800-320-5950
Fax: 281-646-9701 (Houston Office)
Email: info@QuestIra.com
Hours: ?
Website: questira.com
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 Quest IRA which warrants addition to this page, please email us at info@nuwireinvestor.com.
Kathleen says:
Of the three self-directed IRA third party administrators I’ve used, QwestIRA Houston/Dallas/Austin has most number of well trained staff to answer questions quickly and correctly. Website has videos which lack quality but are understandable. Min of 3 days to wire funds. Networking events with owners of other QIRA offices and local pros in related industries-legal, CPA, wealth management, cost segregation, commercial insurance. SunWest is slow in all transactions.. Penasco was found to be lacking staff. Mountain West in Colorado is an upbeat and helpful company at all times.
Llew Boyd says:
They are the most disorganized operation that I have ever worked with. No one knows any answers and when they say they are going to call you back they do not!! DO NOT do business with these people!!!