Money Wise Financial Services
Business & Professional Services · Financial Advisory
- Active units
- 4,003
- Avg unit volume
- $960k
- Royalty
- 0.0%
Franchised, year-end 2023
of weekly Net Sales
About Money Wise Financial Services
Detailed brand overview is not available yet for this profile.
Key terms
- Franchise fee
$2k
- Employee job elimination fee waiver
For employees of Ameriprise Financial who seek to become an Independent Advisor after a job elimination, we may waive the Initial Fee.
- Brand fund
0.0% of Net Sales
- Local advertising
0.0% of Net Sales
- Veteran discount
Not offered
Brand Percentile Rankings
Rankings compare brands in the same operating year. Fee and investment figures come from the FDD (2024 filing); filings on file: 2024, 2025.
Growth
- Total locations—
Franchised units open at year-end
- New openings—
Gross new units opened during the calendar year
- 1-year unit growth rate—
Net unit growth versus prior year
- 3-year unit CAGR—
Compound annual growth rate of unit count over the trailing 3 years
- Unit growth ratio—
Cumulative opens / closures through year-end
Unit economics
- Annual unit volume (Median)$960k
Derived weighted average of Column F (Average Gross Income) across all 3,996 advisors for 2023. Footnote states expenses are not included.
- Annual unit volume (25th percentile)—
Per FDD Item 19 disclosure
- Annual unit volume (75th percentile)—
Per FDD Item 19 disclosure
- 1-year Median AUV growth rate22.7%
Year-over-year change in median AUV
- Store-level EBITDA Margin—
Median unit-level EBITDA / AUV
Investment profile
- Estimated initial investment$72k
Midpoint of estimated initial investment range
↓ Lower is better - Time to open15 months
Midpoint of average time from agreement to opening
↓ Lower is better - Royalty rate0.0%
Percent of net sales paid to the franchisor
↓ Lower is better - Sales-to-investment ratio13.3×
Median AUV / estimated initial investment midpoint
- Cash-on-cash returns—
Median unit-level EBITDA / estimated initial investment midpoint. Steady-state estimate; year 1 returns will be lower as the unit ramps to median volumes.
Franchisee healthLocked
- Unit closure ratio
- Transfer vs. closure ratio
- Percent multi-unit franchisees
- Litigation rate
- EBITDA multiple on sales & transfers
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Sources
Financial and operating figures are sourced from the brand's Franchise Disclosure Documents. Brand percentile rankings are based on comparisons to other brands that include the same metrics in their Franchise Disclosure Documents.