Financial Services Franchise FDDs
12 franchisesBrowse FDDs for financial services franchises including tax preparation, bookkeeping, insurance, business consulting, and financial planning brands. These knowledge-based franchises often offer home-based or low-overhead operating models with recurring client relationships.
Franchises
11
Avg Investment
$36K–$211K
Avg Royalty
18.8%
Item 19 Available
50%
Frequently Asked Questions
What financial services franchises are available?
Options include tax preparation, bookkeeping/accounting, insurance agencies, business coaching, payroll services, and financial planning. Some are seasonal (tax), while others generate year-round revenue. Each FDD details the specific services and business model.
How much does a financial services franchise cost?
Many financial services franchises can be started for $50K-$150K, especially home-based models. Tax preparation franchises with retail locations may require $100K-$300K. FDD Item 7 breaks down the complete investment.