# Fiduciary Financial Advisors

> Fiduciary Financial Advisors (iPhone/iPad app by Action Point Financial Planning, LLC.)

- Source: https://appshunter.io/ios/app/fiduciary-financial-advisors/id6505114032 (this page in markdown: same URL + `.md`)
- Developer: [Action Point Financial Planning, LLC](https://appshunter.io/developer/1755205928)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2024-07-02
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/fiduciary-financial-advisors/id6505114032/reviews.md

## What is Fiduciary Financial Advisors?

Fiduciary Financial Advisors is an independent, financial planning & wealth management firm founded on the core principles of bringing lower-cost investment management combined with robust financial and retirement planning to help our clients navigate financial life. This Mobile App allows you to view account information, balances, and easily contact your advisor.


## Version history (last 3 releases)

### 5.22.1 — 2026-02-05

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.2 — 2024-07-02

No release notes.

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## Related topics

[fiduciary financial advisors](https://appshunter.io/ios/topics/fiduciary-financial-advisors) · [fiduciary](https://appshunter.io/ios/topics/fiduciary)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-18.*