Do you want to start a financial advisory firm by buying a franchise? If YES, here are 6 best financial advisor franchise opportunities for sale and their cost. A certified financial advisor is a professional whose core job is to help his or her clients make decisions that revolve around their finances, investment, tax, debt, and insurance concerns.

Basically, certified financial advisors meet with their clients to determine their financial goals and help them create a financial plan that they can follow to reach them. The job of a certified financial advisor extends towards helping clients make adequate plans for major decisions that affect their lives. Decisions like marriage, starting a family, sending children to school, and preparing for retirement.

If you are already in the financial industry or you have a degree or background in finance, then you can build a career as a certified financial advisor or start your financial advisor business by buying the franchise of a successful financial advisor firm in the united states of America. Here are 6 of the best financial advisor franchises to buy from in the United States of America;

6 Best Financial Advisor Franchise Opportunities for Sale and Their Cost

  1. Padgett Business Services

Padgett Business Services is a successful financial advisory, payroll, consulting, and tax services firm that is into franchising. The first Padgett Business Services office opened in the 1960’s to help small business owners with their taxes. In 1975, the company began expanding through franchising, and its services have expanded as well.

In addition to tax advice and preparation, Padgett franchisees offer business advice, management financial reporting, credit card processing, payroll solutions and other business services. Padgett Business Services is seeking new franchise units throughout the U.S. and in Canada

Financial Requirements

  • Initial Investment – $20,200 – $99,975
  • Net-worth Requirement – $100,000
  • Liquid Cash Requirement – $100,000
  • Initial Franchise Fee – $15,000 – $56,000
  • Ongoing Royalty Fee – 9%+
  • Veteran Incentives – $4,000 off franchise fee
  1. Transworld Business Advisors

Transworld Business Advisors was started in 2007 by Transworld Business Brokers and United Franchise Group, the franchisor of Signarama, EmbroidMe, SuperGreen Solutions, Experimac, Jon Smith Subs, VentureX, and Paramount Tax.

Transworld franchisees offer franchise consulting, financial advisory business brokerage services, and franchise development assistance. Transworld Business Advisors is seeking new franchise units worldwide.

Financial Requirements

  • Initial Investment – $74,855 – $97,185
  • Net-worth Requirement – $60,000 – $86,877
  • Liquid Cash Requirement – $60,000 – $86,877
  • Initial Franchise Fee – $49,500 – $49,500
  • Ongoing Royalty Fee – 8%
  • Ad Royalty Fee – $150/mo.
  • Veteran Incentives – 10% off franchise fee
  1. Expense Reduction Analysts

Expense Reduction Analysts was founded in 1984 and they started franchising since 1993, about 26 years ago.

Expense Reduction Analysts (ERA) is based in Addison, Texas. ERA franchisees offer cost-management consulting services, using the company’s proprietary E-SCAN’s (Strategy-Costs-Alignment-Numbers) to summarize ways to reduce costs and increase profits while working with management teams to implement these plans.

Franchises are located in more than 25 countries. Expense Reduction Analysts has relationships with third-party sources which offer financing to cover franchise fee, and startup costs. They are seeking new franchise units worldwide.

Financial Requirements

  • Initial Investment – $66,000 – $85,900
  • Initial Franchise Fee – $59,900 – $59,900
  • Ongoing Royalty Fee – 15%
  • Ad Royalty Fee – 3%
  • Veteran Incentives – $5,000 off franchise fee
  1. Family Financial Centers

Family Financial Centers is financial advisory services company that was founded in 2004 and they started franchising since 2004, about 15 years ago. They have their corporate head office at 99 Lantern Dr., #101 Doylestown, PA 18901 and the current CEO of the company is Paul Eckert.

Interestingly, Family Financial Centers offers in-house financing to cover franchise fee, startup costs, and equipment and also, they have relationships with third-party sources which offer financing to cover franchise fee, startup costs, equipment, and inventory.

They are seeking new franchise units throughout the United States of America.

Financial Requirements

  • Initial Investment – $18,500 – $307,010
  • Net-worth Requirement – $500,000 – $1,000,000
  • Liquid Cash Requirement – $60,000 – $1,000,000
  • Initial Franchise Fee – $3,500 – $40,500
  • Ongoing Royalty Fee – Varies
  • Veteran Incentives – 10% off franchise fee
  1. CPAYY

CPAYY is a successful firm that offers tax preparation, business consulting, business services, and financial planning and advisory to a wide range of clients in the United States of America. CPAYY offers in-house financing to cover franchise fee and they are seeking new franchise units throughout the United States of America.

Financial Requirements

  • Initial Investment – $74,000 – $96,500
  • Net-worth Requirement – $150,000
  • Liquid Cash Requirement – $100,000
  • Initial Franchise Fee – $60,000 – $60,000
  • Ongoing Royalty Fee – 10%
  • Ad Royalty Fee – 10%
  • Veteran Incentives – 20% off franchise fee
  1. Parsonex Financial Services, Inc.

Parsonex Financial Services, Inc. is a standard financial planning and advisory franchise company and they are one of the most exciting financial planning franchises in the marketplace. Parsonex Financial Services has a limited number of retirement planning and advisory franchises available for select individuals to purchase in their local markets.

This launch represents a unique opportunity for entrepreneurs to enter the fast – growing field of retirement planning. IBISWorld has projected that the retirement planning industry will grow at 133.7 percent and named it second on their list of fastest growing industries from 2010 to 2019.

Parsonex Financial Services, Inc. innovative entrepreneurship platform empowers small business owners to open a Parsonex Financial Services retirement planning branch in their local communities. Through its affiliates and partners, they offer a proven system for opening, operating and growing a local franchise branch office.

If you are interested in this franchise, you can contact them via their official website.

  1. 4 Pillars Consulting Group Inc.

4 Pillars Consulting Group Inc. is a dynamic, Canadian-owned company that specializes in assisting those who are experiencing financial crisis and want to avoid bankruptcy. They give proven financial advisory services and related services such as business services, financial services, accounting, loan, credit repair to a wide range of clientele all across the United States of America and Canada.

4 Pillars Consulting Group Inc. has developed a reputation for excellence in customer service. 4 Pillars Consulting Group Inc. was founded in 1998 and they have their corporate head office at Suite 2300, 2850 Shaughnessy Street, Port Coquitlam, BC V3C 6K5. If you are interested in this franchise, you can contact them via their official website.

6 Best Financial Advisor Franchise Opportunities and Their Cost