Money Concepts

Franchise Overview

Money Concepts is a financial services franchise operating as a broker-dealer and registered investment adviser, enabling independent financial professionals to build and grow their own practices. Affiliated advisors deliver retirement planning, wealth management, and investment advisory services backed by an established broker-dealer infrastructure.

Key Highlights

Comprehensive platform combining investment products, compliance infrastructure, and technology tools
Relationship-driven, personalized financial planning model rather than a product-push approach
Flexible practice structure accommodating advisors at various stages of their careers
Ongoing training, marketing assistance, and operational guidance support franchisee growth

Money Concepts offers independent financial professionals the resources of an established broker-dealer network while preserving the autonomy and client-focused culture that distinguishes personalized advisory practices.

Just the Facts

For most complete information, see Franchise Disclosure Documents

In Business Since1984

Number of Units94

Compare with other Check Cashing & Financial franchises

Browse 73 Check Cashing & Financial Franchises›

Charles Schwab
From $104K · 382 Units · Since 1971
Offers wealth management franchise opportunities for financial advisors to own their own branch business.
11 FDDs available ›Analysis report
ATAX
From $101K · 32 Units · Since 2007
Provides professional tax preparation, bookkeeping, and payroll services for individuals and small businesses.
11 FDDs available ›
Frontier Adjusters
From $22K · 527 Units · Since 1959
Provides independent multi-line property and casualty insurance claim adjusting services through a franchise network.
9 FDDs available ›
Ameriprise Financial
From $10K · 7,032 Units · Since 1894
Provides comprehensive financial planning, investment advice, and banking services through a network of advisors.
11 FDDs available ›

Compare with other Consulting franchises

Browse 115 Consulting Franchises›

BooXkeeping
From $38K
Remote, outsourced bookkeeping services for small-to-medium businesses, franchise systems, and CPA firms.
3 FDDs available ›Analysis report
FocusCFO
From $36K · 65 Units · Since 2001
Provides fractional CFO services to small and medium-sized businesses through a network of experienced financial professionals.
6 FDDs available ›Analysis report
Liberty Tax Service
From $50K · 1,663 Units · Since 1997
Provides professional tax preparation and filing services to individuals and small businesses year-round.
15 FDDs available ›Analysis report
Retirement Income Store
From $100K · 30 Units · Since 2007
Provides investment management and retirement income planning services to retirees and pre-retirees.
5 FDDs available ›Analysis report

Compare with other Professional Services franchises

Browse 269 Professional Services Franchises›

Freeway Insurance
From $11K · 696 Units · Since 1987
Provides affordable auto and personal insurance products through a retail franchise model.
6 FDDs available ›Analysis report
Brightway Insurance
From $43K · 354 Units · Since 2003
Provides personal lines insurance through a franchise agency network with access to multiple carriers.
12 FDDs available ›Analysis report
Goosehead Insurance
From $66K · 1,022 Units · Since 2003
Full-service property and casualty insurance agency offering franchise opportunities across the US.
9 FDDs available ›Analysis report
Decimal
From $60K · 4 Units · Since 2022
Provides outsourced accounting, bookkeeping, and financial management services to small businesses.
2 FDDs available ›