WealthBuilder Planning
MRA ADVISORY GROUP, LLC Finance iPhoneiPadiPod touch
WealthBuilder Planning is a free Finance app for iPhone and iPad by MRA ADVISORY GROUP, LLC. Rated 5.0/5 from 2 ratings. Requires iOS 15.6.
- Rating
- 5.0
- 2 ratings
- Price
- Free
- on the App Store
- Size
- 53 MB
- Age 4+
- Updated
- May 29
- 2025 · v5.19.0
Screenshots
About 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
What’s new
Version 5.19.0 · Updated May 29, 2025
- 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
App privacy
The developer, MRA ADVISORY GROUP, LLC, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
Used for: Analytics
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Identifiers: Device ID
- Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
Used for: Analytics
Alternatives to WealthBuilder Planning
Looking for apps like WealthBuilder Planning? Here are 6 similar apps on the App Store. The highest rated is PivotsPal (5.0/5), and 5 of the 6 are free to download.
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EB Advisor
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Claro Advisors
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| WealthBuilder Planning | 5.0 / 5 (2 ratings) | Free | May 29, 2025 | |
| EB Advisor | – | Free | Feb 19, 2024 | Compare |
| PivotsPal | 5.0 / 5 (2) | Free | Apr 26, 2026 | Compare |
| FIRE Tracker | – | Free | Sep 27, 2026 | Compare |
| Claro Advisors | 4.8 / 5 (6) | Free | Oct 7, 2026 | Compare |
| FIRE and Retirement Calculator | 5.0 / 5 (2) | 9.99 USD | Oct 23, 2023 | Compare |
| Ticker AI: Chart Analysis | 5.0 / 5 (1) | Free | Oct 10, 2026 | Compare |