# Index Fund Advisors — Wealth Management • Taxes

> Educational wealth management app with personalized fiduciary advice and investment tools. (iPhone/iPad app by Index Fund Advisors, Inc.)

- Source: https://appshunter.io/ios/app/index-fund-advisors/id914924554 (this page in markdown: same URL + `.md`)
- Developer: [Index Fund Advisors, Inc](https://appshunter.io/developer/914924558)
- Category: Finance, Education
- Price: Free
- Rating: 4.90/5 from 41 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 129 MB
- Languages: American English
- Released: 2014-10-10
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/index-fund-advisors/id914924554/reviews.md

## What is Index Fund Advisors?

The IFA app, from Index Fund Advisors, is an educational resource for investors. Index Fund Advisors provides personalized fiduciary wealth services to help clients achieve their long-term financial goals.

The IFA app makes it easy to:
 
• Connect with IFA's Wealth Advisors via phone, email or Facetime for personalized advice based on your financial goals

• Read and share evidence-based investing articles

• Watch investment education interviews with Nobel Laureates, the documentary film “Index Funds: The 12-Step Recovery Program for Active Investors”, videos explaining the investing strategies of IFA, and IFA quarterly reviews

• Take our Risk Capacity Survey to determine which IFA Index Portfolio captures the right mix of stocks & bonds that is best suited to you, so you can maximize the expected returns for the risk you take

• Explore our extensive collection of charts including risk vs return comparisons, distributions of monthly returns, historical annual returns, and many more.
 
Learn about an evidence-based approach to investing utilizing index funds that is disciplined and emphasizes diversification, low cost, low taxes, and consistent exposure to the dimensions of returns of publicly traded securities around the world. This educational material helps investors avoid the futile, speculative, and unnecessary cost-generating and return-reducing activities such as stock, time, manager, and style picking – so you can invest and relax.

The IFA App now includes the Galton Board App!
 
Index Fund Advisors has a fiduciary duty to its clients. This means we are legally obligated to put our client’s interests ahead of our own — even when it goes against our own interests. We offer our clients a wide array of wealth management services including fiduciary based advice, financial planning, selection & monitoring of investments, asset allocation & location strategies, rebalancing and tax loss harvesting. Through our tax’s division, we provide collaborative tax advice, tax planning, accounting, bookkeeping and tax return services to individuals and businesses across the United States. IFA also helps clients establish and evaluate relationships with corporate or administrative trustees, estate planning attorneys and independent insurance advisors.

## Key features

- Connect with Wealth Advisors
- Read and share investing articles
- Watch investment education videos
- Take Risk Capacity Survey
- Explore investment charts
- Fiduciary wealth services


## Frequently asked questions about Index Fund Advisors

### What is Index Fund Advisors' fiduciary duty?

Index Fund Advisors has a fiduciary duty, meaning they are legally obligated to put their clients' interests ahead of their own. This ensures that all advice and services provided are in the best interest of the client, even if it conflicts with the advisor's own interests.

### What kind of investment education does Index Fund Advisors offer?

The app provides a wealth of educational content, including interviews with Nobel Laureates, a documentary on index funds, videos explaining IFA's investment strategies, and quarterly reviews. Users can also explore charts comparing risk vs. return and historical performance.

### How can I get personalized advice from Index Fund Advisors?

You can connect with IFA's Wealth Advisors directly through the app via phone, email, or Facetime. This allows for personalized advice tailored to your specific financial goals and risk tolerance.

### Does Index Fund Advisors offer tax services?

Yes, through its tax division, Index Fund Advisors provides collaborative tax advice, tax planning, accounting, bookkeeping, and tax return services for individuals and businesses across the United States.

### What is the Risk Capacity Survey on Index Fund Advisors?

The Risk Capacity Survey helps determine which IFA Index Portfolio best suits your financial situation. By assessing your risk tolerance, it aims to identify a mix of stocks and bonds that maximizes expected returns for the level of risk you are comfortable taking.

### Is Index Fund Advisors available on Android devices?

The provided data indicates support for iPhone and iPad, suggesting it is primarily an iOS application. Further confirmation would be needed for Android availability.

### How often is Index Fund Advisors updated?

The app was last updated on March 31, 2026, with version 8.20. This indicates a recent and active development cycle for the application.

### What is the user rating for Index Fund Advisors?

Index Fund Advisors has a high user rating of 4.9 stars, based on 39 ratings. This suggests a very positive reception from its user base.

## Version history (last 5 releases)

### 9.8 — 2026-08-22

* New calculators added

### 9.7 — 2026-08-14

* Time-Series Descriptions updated
* MarketCoin link added to home screen
* Private Equity True Return Calculator added
* Additional layout and minor bug fixes

### 9.6 — 2026-07-09

* Fixed an issue that could cause crashes while interacting with the Galton Board.

### 9.5 — 2026-06-27

• Added support for the newest iOS release

### 9.4 — 2026-06-02

* Featured Chart added to chart page

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## More apps by Index Fund Advisors, Inc

- [Galton Board App](https://appshunter.io/ios/app/galton-board-app/id6446604966)
- [Investing for Catholics](https://appshunter.io/ios/app/investing-for-catholics/id6758739546)

All apps by Index Fund Advisors, Inc: https://appshunter.io/developer/914924558

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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 2026-08-26.*