Retirement Income Source
Retirement Income Source franchises provide full-service, fee-based investment management and advisory services to retirees and soon-to-be retirees over age 50, focusing on conservative income-generating investments. Franchisees offer products including mutual funds, ETFs, stocks, bonds through affiliate Sound Income Strategies (SIS), and fixed insurance products through affiliate The Advisor’s Academy (AA), with three classes of franchisees offering varying integration levels with these affiliates. The business model emphasizes compliance with securities and insurance regulations, targeting a well-developed market for retirement services.
Disclaimer: This information was extracted using AI from public Franchise Disclosure Documents and should be independently verified. This is not financial or legal advice. Always review official FDD filings before making investment decisions.
Overview
Financial Requirements
0% royalty + 0% ad fund + $150-250/mo software + $10,000/mo service fee (Class 3 only)
Franchise Stats
Financial Performance
Item 19 Financial Performance
This franchise did not provide Item 19 financial performance data.
Be careful if you are interested in investing. The lack of financial performance representations may indicate limited data or varying results across franchises.
Extracted Item 19 Section
How Retirement Income Source Compares to Other Business Services Franchises
| Franchise | Investment Range | Franchise Fee | Royalty | Locations |
|---|---|---|---|---|
Retirement Income Source Current | $100K - $226K | $25K | 0.0% | 29 |
| Bimbo Foods Bakeries Distribution, LLC | $14K - $607K | N/A | N/A | 6,454 |
| THE UPS STORE (TRADITIONAL) | $216K - $609K | $30K | 5.0% | 4,500 |
| JACKSON HEWITT TAX SERVICE | $71K - $105K | $25K | 15.0% | 2,744 |
| CRUISE PLANNERS | $2K - $21K | $11K | 3.0% | 2,655 |
| SERVPRO (UNIT) | $259K - $380K | $100K | 10.0% | 2,286 |
Business Services Average 187 franchises | $118K - $285K | $46K | 10.4% | - |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 187 Business Services franchises by location count.
Locations & Growth
Outlet Growth Over Time
Total outlets at end of each year
Geographic Distribution (2023)
Outlets by state across the United States
+5 more states
Franchisee Contacts
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Due Diligence
Litigation (Item 3)
No litigation involving franchisees reported in the FDD.
Bankruptcy (Item 4)
No bankruptcy history reported in the FDD.
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
Frequently Asked Questions
How much does it cost to open a Retirement Income Source franchise?
The total initial investment to open a Retirement Income Source franchise ranges from $100,400 to $225,500. This includes a franchise fee of $25,000. Ongoing royalty fees are 0.0% of gross sales.
How many Retirement Income Source franchise locations are there?
As of the 2024 FDD, Retirement Income Source has 29 franchise locations. The company has been franchising since 2019.
Is Retirement Income Source a good franchise to buy?
Whether Retirement Income Source is a good franchise investment depends on your personal goals, available capital, and local market conditions. We recommend reviewing the full FDD, speaking with existing franchisees listed in Item 20, and consulting with a franchise attorney before making a decision.
Interested in Retirement Income Source?
Talk to a franchise advisor to get personalized guidance and learn if Retirement Income Source is the right fit for you.
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