Best Financial Planning Association Apps

249+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated August 2026

FPA Publications is the household name in financial planning association, but it's far from the only option. We track 249+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Financial Planning Association Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1FPA PublicationsFPA PublicationsFree3.0★ (15)NoYesAug 2026
2Principal®Principal®Free4.8★ (233K)NoNoAug 2026
3Facet: Financial PlanningFacet: Financial PlanningFree5.0★ (8)NoNoAug 2026
42023 AFCPE Symposium2023 AFCPE SymposiumFreeNoNoMay 2026
5Amplified PlanningAmplified PlanningFreeNoJun 2026
6VoyaVoyaFree4.7★ (188K)NoNoAug 2026
7Center for Financial PlanningCenter for Financial PlanningFreeNoNoMay 2026
82024 AFCPE Symposium2024 AFCPE SymposiumFreeNoNoMay 2026

Top Picks for Financial Planning Association

Principal®#2

Principal® by Principal Financial Group

Retire on your terms.
Strong Contender
💰 Finance
4.8😞(233K ratings)
Free
Principal® screenshot 1
Principal® screenshot 2
Principal® screenshot 3
Principal® screenshot 4
Principal® screenshot 5
Principal® screenshot 6

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

What We Love

  • 🚀 Easy to use
  • 👍 Convenient mobile access
  • 💡 Helpful investment tools
  • 🔒 Secure login process

Room to Improve

  • 🐛 Frequent crashes and bugs
  • ⏱️ Slow and laggy performance
  • 📊 Lacking key account information
Facet: Financial Planning#3

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing
Worth Considering
💰 Finance
5.0(8 ratings)
Free
Facet: Financial Planning screenshot 1
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Facet: Financial Planning screenshot 4
Facet: Financial Planning screenshot 5
Facet: Financial Planning screenshot 6

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

More Financial Planning Association apps to explore

4
2023 AFCPE Symposium
2023 AFCPE Symposium
2023 AFCPE Symposium
by Association For Financial Counseling and Planning Education, U.S.A.
Free
📚 Education
(0)
5
Amplified Planning
Amplified Planning
Amplified Planning
by Moore Media Consulting Group LLC
Free
📚 Education
(0)
6
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
7
Center for Financial Planning
Center for Financial Planning
Center for Financial Planning
by Center for Financial Planning, Inc.®
Free
💰 Finance
(0)
8
2024 AFCPE Symposium
2024 AFCPE Symposium
2024 AFCPE Symposium
by Association For Financial Counseling and Planning Education, U.S.A.
Free
📚 Education
(0)
9
Financial Finesse
Financial Finesse
Financial Finesse
Your Financial Wellness Hub
Free

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)
💰 Finance
(9)
free
10
Financial Perspectives Online
Financial Perspectives Online
Financial Perspectives Online
Learn anywhere & anytime
Free
📚 Education
(0)
11
Goodbudget Budget Planner
Goodbudget Budget Planner
Goodbudget Budget Planner
Money & Expense Tracker
Free

This app helps you manage your finances and plan your spending using a virtual envelope system. Track expenses, monitor debt, and gain insights with helpful reports. Share your budget with family or friends across multiple devices.

Virtual envelope budgetingShared budgetsExpense tracking
💰 Finance
(13K)
freemium
12
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
13
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.5K)
ad-supported
14
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(404K)
free with in-app purchases
15
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
16
Bippit - Financial Wellbeing
Bippit - Financial Wellbeing
Bippit - Financial Wellbeing
Guidance, Planning & Budgeting
Free

Access 1-on-1 financial coaching, track your spending, and plan for your future goals. Get expert guidance and resources to improve your financial wellbeing in a secure and confidential environment.

1-on-1 financial coachingFinance tracking and analysisGoal setting and planning
💰 Finance
(0)
free
17
Fiduciary Financial Advisors
Fiduciary Financial Advisors
Fiduciary Financial Advisors
by Action Point Financial Planning, LLC
Free
💰 Finance
(0)
18
Coordinated Financial Planning
Coordinated Financial Planning
Coordinated Financial Planning
by Coordinated Financial Planning Corp
Free
💰 Finance
(0)
19
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

On-demand financial assistantsTailored financial solutionsDebt management tools
💰 Finance
(1.5K)
free
20
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
💰 Finance
(3.3M)
free with in-app purchases

FAQ about Financial Planning Association

What are the best financial planning association apps for iPhone?
FPA Publications tops our financial planning association apps ranking as of August 2026, with a 3.0-star average from 15 App Store ratings, and it's free to download.
Yes — 20 of the top financial planning association apps we rank are free to download, including FPA Publications and Principal®.
FPA Publications has no ads and offers in-app purchases, according to its App Store listing as of August 2026.
We track 249+ financial planning association apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
FPA members receive free access by using their email address and FPA member ID as their password. For assistance, contact member services at 800.322.4237, option 2, or email MemberServices@onefpa.org.
An annual subscription costs $89.99. This is an auto-renewing subscription managed through your iTunes account. Payment is charged upon purchase, and renewals occur within 24 hours of expiration.