# WealthBuilder Planning

> Financial planning and management tool with optional fiduciary advisor services. (iPhone/iPad app by MRA ADVISORY GROUP, LLC.)

- Source: https://appshunter.io/ios/app/wealthbuilder-planning/id1557723072 (this page in markdown: same URL + `.md`)
- Developer: [MRA ADVISORY GROUP, LLC](https://appshunter.io/developer/1557723074)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2021-03-11
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthbuilder-planning/id1557723072/reviews.md

## What is WealthBuilder Planning?

WealthBuilder Planning. View your financial life. Anytime. Anywhere. Viewing your financial life in the WealthBuilder Planning software is just the first step of the planning process. If you are a paid subscriber, our fiduciary advisors will help you analyze, implement and monitor your financial plan, while giving you flexibility to adjust your plan based on changes in your circumstances. Request free access to WealthBuilder Planning at www.wealthbuilderplanning.com

## Key features

- Financial life overview
- Plan analysis
- Plan implementation
- Plan monitoring
- Advisor access
- Plan adjustment flexibility


## Frequently asked questions about WealthBuilder Planning

### What is WealthBuilder Planning?

WealthBuilder Planning is a finance app that allows you to view your financial life. It's the first step in a planning process that can include analysis, implementation, and monitoring with fiduciary advisors for paid subscribers.

### Is WealthBuilder Planning free to use?

Yes, WealthBuilder Planning is available for free. You can request free access at www.wealthbuilderplanning.com. Paid subscriptions are required for access to fiduciary advisors.

### What devices does WealthBuilder Planning support?

WealthBuilder Planning is available on iPhone, iPad, and iPod. It is designed for iOS devices.

### How often is WealthBuilder Planning updated?

The latest version is 5.19.0, and it was last updated on May 29, 2025. This indicates the app is actively maintained and updated regularly.

### What is the age rating for WealthBuilder Planning?

WealthBuilder Planning has an age rating of 4+. This means it is suitable for users of all ages.

### Does WealthBuilder Planning have ads?

WealthBuilder Planning does not contain advertisements. The app is free to use and does not display any ads to users.

### What kind of financial planning does WealthBuilder Planning offer?

WealthBuilder Planning offers comprehensive financial planning services, including analysis, implementation, and monitoring. Paid subscribers can work with fiduciary advisors to adjust their plans as needed.

### What are the benefits of a paid subscription to WealthBuilder Planning?

Paid subscribers gain access to fiduciary advisors who assist with analyzing, implementing, and monitoring financial plans. This includes the flexibility to adjust plans based on changing personal circumstances.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-13

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- 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

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.8 — 2024-03-08

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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## Related topics

[wealth-builder](https://appshunter.io/ios/topics/wealth-builder) · [wealth builder](https://appshunter.io/ios/topics/wealth-builder)

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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 2026-06-10.*