uDirect IRA Services Reviews & Complaints 2024

uDirect IRA Services LLC is one of the leading IRA administrators in California, providing investors and professionals with invaluable information on self-directed IRAs. However, are they worthy of your investment? Find out if uDirect IRA Services is the right company for you by reading our review.

What Is uDirect IRA Services?

uDirect IRA Services Reviews

Kaaren Hall founded uDirect IRA Services LLC in 2009 as a third-party self-directed IRA administrator. Through webinars, live events, weekly newsletters, YouTube Videos, social media, and the udirectira.com blog, the company is actively involved in the education of individual investors and professionals. Through the years, uDirect IRA Services LLC has assisted tens of thousands of Americans in investing in alternative assets such as real estate and precious metals through a self-directed IRA.

uDirect IRA Services Review Summary


Irvine, California


8 Corporate Park #210, Irvine, CA 92606, United States

Year Founded:



Kaaren Hall (President)




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uDirect IRA Services LLC Products & Services

In addition to educating investors and providing the necessary tools, uDirect IRA Services facilitates self-direction by providing multiple account types. Traditional IRA, SEP IRA, Simple IRA, Spousal IRA, Individual 401 (k), Roth IRA, and IRA-Owned LLC are some of the available accounts. Real estate, land, Tax Liens, Precious Metals, Private Placement, Trust Deeds, Private Lending, oil and gas investments, and a great deal more are eligible investments at uDirect IRA Services.

How It Works

uDirect IRA Services functions similarly to the majority of third-party administrators in that all account setup forms are accessible online. Simply visit their website, establish an account, and navigate to the ‘forms’ section.You can then download the form corresponding to the type of account you wish to open, fill it out completely, and return it to uDirect IRA Services for review and approval. Representatives of uDirect IRA Services will assist you in swiftly and easily establishing your account.

uDirect IRA Services Fees

uDirect IRA Services LLC is one of the companies with a comprehensive and straightforward fee structure. Essentially, they charge a setup fee of $50 and an annual fee of $275. In addition, you must maintain a minimum account balance of $325.

However, you must keep in mind that these are only the fundamental fees. Your account may incur additional fees, such as monthly storage fees and account termination fees.

Pros of uDirect IRA Services

  • Great Ratings Online

On some of the largest online reviews websites, such as Yelp and Trustlink, the company’s consumer reviews and ratings are exemplary. Additionally, uDirect IRA Services has BBB accreditation.

  • Offers Investor Education

uDirect IRA Services has invested in an informative blog because it values investor education. In addition, the organization provides valuable information via weekly newsletters, YouTube, social media channels, live events, and webinars.

  • User-friendly Website

Their user-friendly website allows you to download, complete, and submit forms online with ease.

  • Excellent Customer Support

The knowledgeable customer service representatives at uDirect IRA Services are available to answer your queries and help you establish your self-directed IRA. Additionally, their website offers a live chat feature, which significantly improves communication.

Cons of uDirect IRA Services

  • Does Not Offer Crypto IRAs

Despite Bitcoin’s current prominence, uDirect IRA Services does not offer Bitcoin IRAs, which is extremely unfortunate for crypto enthusiasts.

  • Customer Complaints

Despite the positive reviews, we found that there are a significant number of customer complaints, with a large number of customers criticizing the ‘transfer out’ terms and conditions.

uDirect IRA Services Reviews, Complaints, and Ratings

uDirect IRA Services Customer Ratings

uDirect IRA Services has earned an A+ rating from the Better Business Bureau (BBB) despite having four customer complaints and zero customer reviews on their platform. They are rated four out of five stars on Yelp based on 44 customer reviews. On Trustlink, they have a 4.8/5 star rating based on 51 reviews and complaints, whereas, on BCA, they have a AAA rating. There are no reviews, ratings, or complaints about the company on Trustpilot.

uDirect IRA Services Alternatives


uDirect IRA Services LLC is a third-party IRA administrator based in Irvine, California. Not only do they assist you in establishing self-directed IRAs, but they also actively educate you and provide you with complete and accurate information on self-directed IRAs so that you can maximize your retirement funds.

Despite offering a variety of account types and client education, uDirect IRA Services does not provide Bitcoin IRAs, which is a setback for Bitcoin investors. Additionally, the company has been accused of having harsh terms and conditions for consumers who wish to move out.

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