# WealthBuilder Planning vs Investment Checklist

The clearest difference is price: WealthBuilder Planning at Free against Investment Checklist's $0.99. Investment Checklist's advantage is update cadence (every 2 days vs every 5 months) and iOS requirement (12.0 vs 15.6). On ads, in-app purchases and device support there is nothing between them.

WealthBuilder Planning is free to download; Investment Checklist costs $0.99 up front. Neither carries in-app purchases, so what you see is what you pay.

WealthBuilder Planning ships an update every 5 months, Investment Checklist every 2 days. The most recent releases landed on November 3, 2026 and October 30, 2026 respectively.

## The numbers

| Metric | WealthBuilder Planning | Investment Checklist |
| --- | --- | --- |
| Price | **Free** | $0.99 |
| Rating | **[5.0 (2 ratings)](https://appshunter.io/ios/app/wealthbuilder-planning/id1557723072/reviews)** | — |
| Number of ratings | **2** | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 5 months | **Every 2 days** |
| Monetization | Free | — |
| Size | 53 MB | 26 MB |
| Requires iOS | 15.6 | **12.0** |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [MRA ADVISORY GROUP, LLC](https://appshunter.io/developer/1557723074) | [Jian Yang Lim](https://appshunter.io/developer/1697100793) |

## What reviewers say

### WealthBuilder Planning

[App page](https://appshunter.io/ios/app/wealthbuilder-planning/id1557723072)

This app allows users to view their entire financial life in one place. Paid subscribers can access fiduciary advisors for plan analysis, implementation, and monitoring, with flexibility for adjustments.

**Highlights:** Financial life overview, Plan analysis, Plan implementation, Plan monitoring, Advisor access, Plan adjustment flexibility

**Features:** macOS Compatibility

**In-app purchases:** none


### Investment Checklist

[App page](https://appshunter.io/ios/app/investment-checklist/id6455685850)

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is WealthBuilder Planning free?

WealthBuilder Planning is free to download, with no in-app purchases.

### Is Investment Checklist free?

Investment Checklist costs $0.99, with no in-app purchases.

### Do WealthBuilder Planning or Investment Checklist have ads?

Neither WealthBuilder Planning nor Investment Checklist shows ads.

### Which is updated more often, WealthBuilder Planning or Investment Checklist?

WealthBuilder Planning ships an update every 5 months, and Investment Checklist every 2 days. Most recently, WealthBuilder Planning was updated on November 3, 2026 and Investment Checklist on October 30, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*