# Whitney Financial Strategies

> Fee-based RIA firm specializing in retirement, wealth, and business planning. (iPhone/iPad app by Whitney Financial Strategies LLC.)

- Source: https://appshunter.io/ios/app/whitney-financial-strategies/id1540456746 (this page in markdown: same URL + `.md`)
- Developer: [Whitney Financial Strategies LLC](https://appshunter.io/developer/1540456748)
- Category: Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 17+
- Requires: iOS 12.0 · 177 MB
- Languages: American English
- Released: 2020-11-16
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/whitney-financial-strategies/id1540456746/reviews.md

## What is Whitney Financial Strategies?

Whitney Financial Strategies, LLC is a fee-based Registered Investment Adviser Firm ("WFS"). WFS has institutional relationships with various financial service who firms that specialize in different types of investment strategies we can offer to our clients. All situations are unique and we take the time to listen to what is important to you. We are a "Fiduciary" meaning we have the obligation to put your interests ahead of our own. WFS company logo has the founder/president’s signature on it. This is how you know that our firm has conducted exceptional due diligence on any recommendations we provide. We specialize in retirement planning, wealth management, and business planning. We have a licensed tax adviser/attorney on staff who can assist with investment tax strategies, tax preparation, accounting, and tax court representation. WFS has developed a reputation in the “Assisting Success™” of our clients and we look forward to servicing your financial needs now & in the future and making you’re a very happy client.

## Key features

- Retirement planning
- Wealth management
- Business planning
- Fiduciary services
- Tax strategy consultation
- Investment tax strategies


## Frequently asked questions about Whitney Financial Strategies

### What services does Whitney Financial Strategies offer?

Whitney Financial Strategies specializes in retirement planning, wealth management, and business planning. They also offer investment tax strategies, tax preparation, accounting, and tax court representation through their on-staff licensed tax advisor/attorney.

### Is Whitney Financial Strategies a fiduciary?

Yes, Whitney Financial Strategies is a fiduciary. This means they are legally obligated to put your financial interests ahead of their own when providing recommendations and services.

### What devices is Whitney Financial Strategies available on?

Whitney Financial Strategies is available on iPhone, iPad, and iPod devices.

### What is the age rating for Whitney Financial Strategies?

Whitney Financial Strategies has an age rating of 17+, indicating it is intended for mature audiences.

### How often is Whitney Financial Strategies updated?

The latest version of Whitney Financial Strategies is 1.2, which was last updated on December 3, 2020. The initial release date was November 16, 2020.

### What is the user sentiment for Whitney Financial Strategies?

Based on the provided data, Whitney Financial Strategies has a perfect 5.0-star rating from 3 reviews, suggesting very positive user sentiment.

### Does Whitney Financial Strategies have ads?

The provided data does not indicate whether Whitney Financial Strategies contains advertisements. The 'hasAds' field is null.

### What is the pricing for Whitney Financial Strategies?

Whitney Financial Strategies is available for free. As a fee-based Registered Investment Adviser Firm, their services are structured around fees for advice and management, rather than app purchase price.

## Version history (last 3 releases)

### 1.2 — 2020-12-03

We are continuously trying to improve our app. This version contains some bug fixes

### 1.1 — 2020-11-18

We are continuously trying to improve our app. This version contains some bug fixed and few UI improvements.

### 1.0 — 2020-11-17

No release notes.

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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.*