You will be required to have a Series 65 or Series 7 and 66 Investment License, or be exempt from having a Series 65 or Series 7 and 66 Investment License, as well as a State Insurance and Fixed Annuity License. If you are registered as an…
Total Investment
$100K – $226K
Franchise Fee
$25,000
Royalty Rate
15% Gross Sales
Total Units
31
Franchising Since
2019
🌻About The Retirement Income Source Franchise
You will be required to have a Series 65 or Series 7 and 66 Investment License, or be exempt from having a Series 65 or Series 7 and 66 Investment License, as well as a State Insurance and Fixed Annuity License.
If you are registered as an Investment Advisor Representative with SIS, SIS will assist you in obtaining approval with the custodian firms Charles Schwab, or Fidelity; there are no fees for this service.
If you operate your own RIA, then the responsibility of obtaining approval with at least one of the previously mentioned custodian firms lies with your own firm.
💰The Retirement Income Source Franchise Cost & Fees
Minimum Investment
$100K
Average Investment
$163K
Maximum Investment
$226K
Fee Type
Amount
Notes
Initial Franchise Fee
$25,000
One-time payment upon signing
Royalty Fee
15% of gross sales
Ongoing; paid monthly
Total Investment Range
$100,400 – $225,500
Includes build-out, inventory, working capital
The investment range of $100K–$226K reflects variability in build-out costs, store size, lease terms, and market. The ongoing royalty fee is 15% of gross sales.
💵Additional Fees (Item 6)
Fee Type
Amount
Transfer Fee
$25,000
🏦Financing (Item 10)
Detail
Information
Financing Available
No
Description
Franchisor does not offer financing.
📊The Retirement Income Source Franchise Earnings — Item 19
!
The Retirement Income Source does not make an Item 19 financial performance representation in their FDD. This means they do not disclose revenue, profit, or earnings data for franchised locations. Before investing, ask the franchisor directly for franchisee contact information so you can speak with existing owners about their actual financial performance.
The Retirement Income Source does not include an Item 19 financial performance representation in their FDD. Contact information for current and former franchisees is listed in Item 20 of the FDD.
⚖The Retirement Income Source Litigation & Risk Flags
✓
Clean Litigation RecordThe Retirement Income Source has no pending litigation actions listed in their FDD. There is also no bankruptcy history disclosed.
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
📈The Retirement Income Source System Growth
Total Units
31
Franchised
0
Company-Owned
31
The Retirement Income Source currently operates 0 franchised locations and 31 company-owned units. Unit count data is sourced from Item 20 of the FDD.
❓The Retirement Income Source Franchise — FAQ
The total investment to open a The Retirement Income Source franchise ranges from $100,400 to $225,500, per their Franchise Disclosure Document. This includes the initial franchise fee of $25,000. The investment covers build-out, inventory, equipment, signage, working capital, and other startup costs.
The Retirement Income Source charges a royalty fee of 15% of gross sales. These fees are paid on an ongoing basis.
You can download the The Retirement Income Source Franchise Disclosure Document free on this page. The FDD is a public document filed with state franchise registries. Always also request the current FDD directly from The Retirement Income Source to ensure you have the most up-to-date version.
The Retirement Income Source does not provide an Item 19 financial performance representation in their FDD, which means they do not disclose franchisee revenue or earnings data. Prospective investors should contact existing franchisees directly (listed in Item 20 of the FDD) to gather real-world financial performance information.
The Retirement Income Source has been franchising since 2019. The FDD shows an investment range of $100,400-$225,500, a 15% royalty, and no Item 19 earnings disclosure. There is no pending litigation. Review the full FDD and contact current franchisees listed in Item 20 before making any investment decision.
The franchise fee is $25,000 and the total investment ranges from $100,400 to $225,500 depending on location size and market. Contact the franchisor directly for current net worth and liquid capital requirements, territory availability, and application details.
Get free info on this franchise. We will send you a detailed FDD report by email.
Data Source & Disclaimer: This website is for informational purposes only. It is not an offer to sell or buy a franchise. This profile is based on publicly available FDD data sourced from state franchise registry filings. All information is for research purposes only and does not constitute legal, financial, or investment advice. Data may be outdated or contain errors. Always obtain the current FDD directly from The Retirement Income Source and consult a qualified franchise attorney before making any investment decision. FranchiseOverview.com is operated by Franchising Compliance, LLC and is not affiliated with The Retirement Income Source or any of its subsidiaries. To report an inaccuracy: info@franchiseoverview.com
The Retirement Income Source
Total Investment
$100K – $226K
💰 Costs & Fees
Franchise Fee$25,000
Royalty15%
FinancingNot Available
🏢 System Overview
Total Units31
Franchising Since2019
Earnings Claim (Item 19)No
📄 Contract Terms
⚖️ Legal & Risk
Pending LitigationClean
Bankruptcy HistoryNone
Download the Full The Retirement Income Source FDD
2024 · Public Registry Document
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