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.
Franchise Costs
0% royalty + 0% ad fund + $150-250/mo software + $10,000/mo service fee (Class 3 only)
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
| Franchise | Investment | 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 188 franchises | $118K – $284K | $46K | 10.4% | – |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 188 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
30 franchisee contacts on file from official FDD filings.
| Name | SBA Loan |
|---|---|
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
30 Contacts Available
Unlock all Retirement Income Source franchisee contacts with verified contact information
Due Diligence
Litigation (Item 3)
Bankruptcy (Item 4)
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
Frequently Asked Questions
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.
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Also includes FDDs for
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