What departments does iPlanGroup have?

iPlanGroup has employees across 2 departments including Finance, Accounting.

What is the largest department at iPlanGroup?

The largest department at iPlanGroup is Finance with 1 employees.

Where are iPlanGroup employees located globally?

iPlanGroup has employees across 2 continents and 2 countries including United States Of America, Australia.

How has iPlanGroup's team size changed over time?

iPlanGroup's team has decreased from approximately 11 to 8 employees based on available data.

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iPlanGroup Employee Directory

Financial ServicesOhio, United States11-50 Employees

iPlanGroup is a financial services firm based in Westlake, Ohio, that operates as an independent administrator for self-directed retirement accounts. It handles the processing of investment transactions directed by clients and provides administration, recordkeeping, and tax reporting for Self-Directed IRAs. The company supports a range of retirement vehicles, including Traditional, Roth, SEP, and SIMPLE IRAs, as well as Coverdell Education Savings Accounts and Health Savings Accounts, targeting investors seeking to grow their retirement funds.

As an independent, passive administrator, iPlanGroup does not provide investment advice and emphasizes clearly detailed fees paired with a single point of contact—the Client Relationship Specialist—who oversees a multidisciplinary team. Online account access supports convenient monitoring for a small to midsize client base.

iPlanGroup Global Highlights

North America
18

United States Of America
18

Oceania
1

Australia
1

iPlanGroup's Leadership

D. C.
Chief Executive Officer
Mobile Phone
Email
T. G.
Chief Executive Officer
Mobile Phone
Email
B. F.
Senior Credit Manager
Mobile Phone
Email
C. L.
Accounts Receivable Specialist
Mobile Phone
Email

iPlanGroup Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Finance
Information Technology
Other
Accounting
Support

Contact profiles from iPlanGroup

Name

Title

Contact

Location

Last Update

D. C.
Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
T. G.
Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
B. F.
Senior Credit Manager
Mobile Phone
Email
Australia, New South Wales
Sep 06, 2026
C. L.
Accounts Receivable Specialist
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is iPlanGroup known for?

iPlanGroup was founded in 2011 and operates in the Financial Services industry. You can contact iPlanGroup's main corporate office by phone at

+1-855-604-****

. Explore iPlanGroup's company overview page for more information.

What is iPlanGroup's most common email format?

iPlanGroup employees' email format typically follows the pattern of FLast@iplangroup.com. Trying to find reliable and up-to-date employee contact data? Find more iPlanGroup email formats with LeadIQ.

How many employees does iPlanGroup have currently?

iPlanGroup has approximately 11 employees as of September 2026. These team members are located across 2 continents, including North America and Oceania.

Who are iPlanGroup's key employees and leadership?

As of September 2026, iPlanGroup's key employees include:

Chief Executive Officer: D. C.
Chief Executive Officer: T. G.
Senior Credit Manager: B. F.
Accounts Receivable Specialist: C. L.

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iPlanGroup Employee Directory

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