Financial Services franchises: what they cost and what they report

Every Financial Services franchise on this site, compared on the same terms and read from each brand's own Franchise Disclosure Document. Sorted from least to most expensive to open.

14 brands
$69,000 typical cost to open
4 publish earnings figures
13% of outlets leave in a typical year

Typical means the middle brand, half above and half below. Cost to open uses the middle of each brand's estimated range. 4 of the 4 brands that publish earnings report a median of annual outlet earnings. The departure rate leaves out brands with fewer than 10 outlets.

Financial Services franchises, from each brand's most recent FDD on this site
Breakaway BA2025 FDD$10,500 to $34,500Not disclosed34+2615%
The Doan Group2025 FDD$14,050 to $68,000$106,518Median26+320%
Focus CFO2026 FDD$36,000 to $64,000Not disclosed65-6137%
Reef Health2025 FDD$53,347 to $56,697Not disclosed00–
Freeway Insurance2026 FDD$34,950 to $84,000$205,114Total Revenue47+4513%
Journey Payroll & HR2025 FDD$38,575 to $82,375Not disclosed9+6–
Ledgers2026 FDD$48,200 to $89,700$294,192Median16+8–
Renegade Insurance2026 FDD$30,350 to $107,600Not disclosed45+45–
Clearview Insurance2025 FDD$30,150 to $115,100Not disclosed8+8–
H&R Block2023 FDD$31,700 to $158,137Not disclosed2,339-5476.7%
Transworld Business Advisors2025 FDD$104,105 to $131,055$230,332Median Gross Revenue452+1114.8%
COMMISSION EXPRESS2026 FDD$107,800 to $206,500Not disclosed37-19.6%
Retirement Income Source2025 FDD$100,400 to $225,500Not disclosed27-46.7%
Decimal2025 FDD$46,300 to $1,110,800Not disclosed00–

A dash means the figure does not apply: the brand has fewer than 10 outlets, or its outlet table could not support the calculation. Each brand page cites every figure to its FDD page.