VetMyFranchise

Financial Services Franchise FDDs

27 franchises

Explore Franchise Disclosure Documents for financial services franchises. Compare investment ranges, franchise fees, royalty structures, and unit-level performance to make informed investment decisions.

Franchises

27

Avg Investment

$52K–$202K

Avg Royalty

17.1%

Item 19 Available

78%

ACFN Franchised Inc.

Est. 2002
Financial ServicesFDD 2026

Investment

$37,561 - $58,211

Franchise Fee

$25,000

Royalty

1.0% to 1.25%

Units

210

Item 19Ad Fund 1.0% to 1.25%View Analysis →

ATAX LLC d/b/a ATAX

Est. 2019
Financial ServicesFDD 2026

Investment

$101,450 - $524,000

Franchise Fee

$100,000

Royalty

50%

Units

35-3

View Analysis →

Ameriprise Financial Services LLC

Est. 1971
Financial ServicesFDD 2026

Investment

$12,098 - $130,363

Franchise Fee

$1,500

Royalty

72.0% to 91.0%

Units

3,855

Item 19Ad Fund 1.0% to 3.0%View Analysis →

Booxkeeping Franchise, Inc.

Est. 2020
Financial ServicesFDD 2025

Investment

$67,546 - $74,546

Franchise Fee

$50,000

Royalty

10%

Units

10

Item 19Ad Fund 2%View Analysis →

Brightway Insurance, LLC

Est. 2017
Financial ServicesFDD 2026

Investment

$43,425 - $186,900

Franchise Fee

$25,000

Units

337

Ad Fund 3%View Analysis →

COMMISSION EXPRESS NATIONAL INC

Est. 1994
Financial ServicesFDD 2026

Investment

$1,000 - $500,000

Franchise Fee

$20,000

Royalty

9%

Units

38

Ad Fund 1%View Analysis →

Charles Schwab & Co., Inc.

Est. 1971
Financial ServicesFDD 2026

Investment

$78,500 - $222,225

Franchise Fee

$50,000

Units

95

Item 19Ad Fund 50%View Analysis →

Confie Franchise Services, LLC

Est. 2021
Financial ServicesFDD 2026

Investment

$34,950 - $84,000

Franchise Fee

$25,000

Royalty

14% of Total Revenue

Units

33

Item 19Ad Fund 7%View Analysis →

Decimal Franchising, LLC

Est. 2025
Financial ServicesFDD 2026

Investment

$46,300 - $1,110,800

Franchise Fee

$30,000

Royalty

5.0% to 10.0%

Units

4

Ad Fund 2% of Gross RevenuesView Analysis →

Equity One Franchisors, LLC

Est. 2007
Financial ServicesFDD 2025

Investment

$32,600 - $70,000

Franchise Fee

$10,000

Royalty

15%

Units

156-7

Item 19View Analysis →

Everyday Care Franchise, LLC

Est. 2022
Financial ServicesFDD 2025

Investment

$53,347 - $56,697

Franchise Fee

$49,500

Royalty

0%

Units

0+0

Item 19View Analysis →

Goosehead Insurance Agency, LLC

Est. 2008
Financial ServicesFDD 2026

Investment

$66,000 - $108,500

Franchise Fee

$50,000

Royalty

20.0% to 50.0%

Units

1,103

Item 19Ad Fund 2%View Analysis →

H&R Block Tax Services LLC

Est. 1955
Financial ServicesFDD 2025

Investment

$34,080 - $158,750

Franchise Fee

$2,500

Royalty

30.0% to 60.0%

Units

1,987

Item 19View Analysis →

JACKSON HEWITT INC.

Est. 1985
Financial ServicesFDD 2025

Investment

$14,900 - $105,000

Franchise Fee

$25,000

Royalty

3.0% to 15.0%

Units

2,744

Item 19Ad Fund 6.5% of Gross Volume of BusinessView Analysis →

JTH Tax, LLC

Est. 1996
Financial ServicesFDD 2026

Investment

$49,970 - $71,400

Franchise Fee

$25,000

Royalty

14%

Units

1,686

Item 19Ad Fund 5% of Gross ReceiptsView Analysis →

Journey Franchising LLC

Est. 2017
Financial ServicesFDD 2025

Investment

$38,575 - $82,375

Franchise Fee

$30,000

Royalty

5%

Units

11+4

Item 19Ad Fund 2.25%View Analysis →

Keystone Insurers Group LLC

Est. 2024
Financial ServicesFDD 2025

Investment

$27,250 - $99,200

Franchise Fee

$5,000

Units

280-18

Item 19View Analysis →

Loyalty Business Services LLC d/b/a Ledgers

Est. 2019
Financial ServicesFDD 2026

Investment

$155,250 - $314,000

Franchise Fee

$150,000

Royalty

50%

Units

1+0

View Analysis →

Motto Franchising, LLC

Est. 2016
Financial ServicesFDD 2026

Investment

$21,700 - $244,750

Franchise Fee

$35,000

Units

171

Item 19Ad Fund $350/monthView Analysis →

Paramount Franchising LLC

Est. 2022
Financial ServicesFDD 2025

Investment

$73,700 - $166,000

Franchise Fee

$40,000

Royalty

10% of gross sales

Units

91+14

Item 19Ad Fund 5%View Analysis →

Payroll Vault Franchising, LLC

Est. 2012
Financial ServicesFDD 2026

Investment

$77,000 - $140,010

Franchise Fee

$68,500

Royalty

6%

Units

63

Ad Fund 2%View Analysis →
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Frequently Asked Questions

How much does a financial services franchise cost?

Financial Services franchise investment costs vary by brand and business model. Each FDD's Item 7 provides the complete initial investment breakdown, including franchise fees, equipment, buildout, and working capital requirements.

What should I look for in a financial services franchise FDD?

Key sections to analyze include Item 7 (initial investment), Item 19 (financial performance representations), Item 6 (ongoing fees and royalties), and Item 20 (unit openings and closings). These reveal the true cost structure and performance track record.