Best Lm Financial Planning Apps

208+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated July 2026

Finding the right lm financial planning apps can be overwhelming with so many options. We've analyzed 208+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Compare top Lm Financial Planning Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1LM Financial PlanningLM Financial PlanningFreeNoNoMay 2026
2Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
3Edward JonesEdward JonesFree4.8★ (135K)NoNoAug 2026
4VoyaVoyaFree4.7★ (188K)NoNoAug 2026
5Fleur - Budget Planner AppFleur - Budget Planner AppFree4.8★ (12K)NoYesAug 2026
6Zogo: Learn and EarnZogo: Learn and EarnFree4.8★ (58K)NoNoAug 2026
7Beyond FinanceBeyond FinanceFree4.9★ (18K)NoNoAug 2026
8YNABYNABFree4.8★ (61K)NoYesAug 2026

Top Picks for Lm Financial Planning

Edward Jones#2

Edward Jones by Edward Jones

Track your goals on-the-go
Strong Contender
💰 Finance
4.8😊(135K ratings)
Free
Edward Jones screenshot 1
Edward Jones screenshot 2
Edward Jones screenshot 3
Edward Jones screenshot 4
Edward Jones screenshot 5

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

What We Love

  • 🚀 Efficient and streamlined app
  • 👍 Intuitive and user-friendly design
  • 🔒 Secure communication with advisors
  • 💡 Ability to integrate external accounts

Room to Improve

  • 🐛 Frequent login and Face ID issues
  • 🔍 Lack of advanced features and customization
  • 🔍 Cluttered and overwhelming UI

More Lm Financial Planning apps to explore

3
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
4
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
5
Fleur - Budget Planner App
Fleur - Budget Planner App
Fleur - Budget Planner App
Bill Organizer & Money Tracker
Free

This app helps you manage your finances with a simple and elegant interface. Easily track daily expenses and income, set monthly budgets, and monitor your spending habits. It offers features like transaction history, repeating transactions, and category management.

Log expenses and incomeSet monthly budgetsTrack spending habits
💰 Finance
(12K)
free with in-app purchases
6
Zogo: Learn and Earn
Zogo: Learn and Earn
Zogo: Learn and Earn
Learn How Finance Really Works
Free

This app makes learning about personal finance engaging and accessible. It breaks down complex financial topics into easy-to-understand modules, helping users improve their money management skills and financial literacy.

Financial literacy educationBite-sized learning modulesReal-life finance topics
📚 Education
(58K)
free with in-app purchases
7
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
8
YNAB
YNAB
YNAB
Never worry about money again
Free

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

Create and share unlimited spending plansAutomatically import transactionsManually add transactions
💰 Finance
(61K)
subscription
9
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Spending, investing, net worth
Free

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

AI-powered transaction categorizationAdaptive budgeting based on habitsSubscription tracking
💰 Finance
(30K)
subscription
10
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
💰 Finance
(22K)
free with in-app purchases
11
ParmisaK PFM
ParmisaK PFM
ParmisaK PFM
Personal Financial Manager
Free

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Income and expense trackingFamily member financial managementDebt and loan management
💰 Finance
(2.5K)
free
12
Quicken: Budget & Track Money
Quicken: Budget & Track Money
Quicken: Budget & Track Money
Investing, Spending, Net Worth
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(12K)
free with in-app purchases
13
Revolut: Send, spend and save
Revolut: Send, spend and save
Revolut: Send, spend and save
Change the way you money
Free

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

Multi-currency spending and transfersVirtual and physical card optionsStock trading with low minimums
💰 Finance
(71K)
free with in-app purchases
14
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
15
Albert: Budgeting and Banking
Albert: Budgeting and Banking
Albert: Budgeting and Banking
Organize. Budget. Save.
Free

Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.

Budgeting and expense trackingAutomatic savings and investing24/7 identity and account monitoring
💰 Finance
(324K)
subscription
16
Origin: AI Budget and Track
Origin: AI Budget and Track
Origin: AI Budget and Track
Spending, Saving, & Net Worth
Free

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

Securely connect financial accountsTrack spending, cash flow, subscriptions, and billsBuild AI-powered budgets
💰 Finance
(3.7K)
free with in-app purchases
17
Buddy: Budget Planner App
Buddy: Budget Planner App
Buddy: Budget Planner App
Money Manager & Tracker
Free

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import
💰 Finance
(9.3K)
free with in-app purchases
18
Facet: Financial Planning
Facet: Financial Planning
Facet: Financial Planning
Flat fee, CFP®, investing
Free

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.

Personalized financial roadmapCFP® professional guidanceInvestment management
💰 Finance
(8)
free
19
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

Plan your financial future with a powerful compound interest calculator. It helps you visualize investment growth with periodic contributions and plan retirement withdrawals with inflation adjustments. Offers detailed breakdowns and interactive charts for informed financial decisions.

Calculate investment growth with contributionsPlan retirement withdrawals with inflationInteractive growth and depletion charts
💰 Finance
(6.5K)
free with in-app purchases
20
LPL Account View
LPL Account View
LPL Account View
by LPL Financial
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
💰 Finance
(4K)
free

FAQ about Lm Financial Planning

Are there free lm financial planning apps for iPhone?
Yes — 20 of the top lm financial planning apps we rank are free to download, including LM Financial Planning and Vanguard: Save, Invest, Retire.
LM Financial Planning has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 208+ lm financial planning apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.