Financial Services FDD Analyzed

Charles Schwab

Charles Schwab & Co., Inc.

Westlake, TX Website FDD: April 4, 2025
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Investment Range

$78,500 - $222,225

Franchise Fee

$25,000

Royalty

Marketing Fee

Total Units

381

Median Revenue

Unit Growth

Last 5 years

2022

359

+5.8%

2023

380

+0.3%

2024

381

Initial Investment Breakdown

CategoryLowHigh
Franchise Fee$25,000$50,000
Initial Training Travel & Expenses$2,000$4,000
Start-up Supplies$200$600
Business Licenses$50$1,500
Association Fee$1,500$2,250
+ 10 more categories (apply to see all)
TOTAL INVESTMENT$78,500$222,225

Financial Performance Data

Access detailed revenue metrics, expense breakdowns, and profitability data from the Item 19 Financial Performance Representation.

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Franchisee Contact Directory

100

Connect directly with existing franchise owners to learn about their experience, get real insights, and validate your decision.

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Is Charles Schwab a Good Investment?

Based on the FDD data, here are key factors to consider when evaluating a Charles Schwab franchise opportunity:

Potential Advantages

  • Growing network with 381 locations
  • Financial Performance Representation (Item 19) available for review

Considerations

  • Litigation history disclosed in FDD (review Item 3 carefully)

Disclaimer: This analysis is based on publicly available FDD data and should not be considered financial advice. Always consult with a franchise attorney and accountant before making any investment decision.

Frequently Asked Questions About Charles Schwab

How much does a Charles Schwab franchise cost?

The total initial investment for a Charles Schwab franchise ranges from $78,500 to $222,225. This includes the franchise fee, equipment, inventory, real estate, and other startup costs as disclosed in the FDD.

What is the Charles Schwab franchise fee?

The initial franchise fee for Charles Schwab ranges from $25,000 to $50,000.

What are the ongoing fees for a Charles Schwab franchise?

Charles Schwab franchises have ongoing royalty and marketing fees. Check the FDD for specific percentages and terms.

How many Charles Schwab franchise locations are there?

Charles Schwab currently operates 381 franchise locations. This includes both franchised and company-owned units.

Quick Facts

Litigation Disclosed
Bankruptcy None
Protected Territory No
Item 19 (FPR) Available
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