Self-Directed IRA and 401(k) Recommendations

Wellings Capital does not receive compensation in any way from any of these companies below.

We have worked with dozens of self-directed IRA companies over the years. Please do your own due diligence as not every company will be a fit for your needs. That being said, we like to recommend the following:

• CamaPlan

• CNB Custody

• Sense Financial

We have worked with all of these companies extensively, and we have had good experiences with all of them. Your experience may vary.

CamaPlan is run “for alternative investors, by alternative investors”. CNB has the lowest fees we have seen. Sense Financial takes a very hands on approach to helping people set up self-directed checkbook IRAs and 401(k)s.

They should be able to help you through the rollover and investment process and answer any questions you may have. As always, feel free to contact us if you have any additional questions.