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:
Clients: 10,000+
Assets under custody: $1 billion +
Client Protections
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:
HSA Accounts
Coverdell Education Savings Accounts
Advanta IRA’s Contact Information
Website: advantaira.com
Tampa/Georgia
Phone: 800-425-0653
Email: info@advantairagroup.com
Fort Myers/Miami/Boston
Phone: 866-839-0429
Email: mail@advantatrust.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 Advanta IRA which warrants addition to this page, please email us at info@nuwireinvestor.com.
robin says:
With so many custodians to choose from, how do you determine who to trust your money with? I”ve looked online for reviews, but not all companies have customer reviews. Does it matter if you use a company that is not in your same state?
Zena Ayalew says:
I would like to set up a self Dircted IRA
My name is Zena Ayalew
admin says:
Hi Zena,
We don’t actually setup SDIRAs, but rather we are a platform for you to review various providers and compare them. If you haven’t already, take a look at our list of SDIRA custodians: http://selfdirectedira.nuwireinvestor.com/list-of-self-directed-ira-custodians/. Look at a few different ones and find one that fits best with your goals and objectives. You’ll be able to find links and contact information for each on their profile page. Best of luck!