Simple Plan
Franchise research report · reviewed 2026 disclosure data
Simple Plan franchise specializes in comprehensive financial planning and wealth management services, helping clients navigate retirement planning, investment s
Headline figures
What the disclosures show
- 1Opening costs are estimated at $107,650 – $147,900 in the 2026 FDD (Item 7); several initial fee options apply.
- 2Item 19 reports revenue and other measures for 1 Affiliate-owned locations.
From reviewed FDD figures only. Not a recommendation or projection.
Costs · Items 5–7
What does it cost to open?
Estimated opening costs and the fees payable to the franchisor.
Startup Investment — Item 7
Range across 2 single-unit formats
2026 FDD · Item 7
Formats disclosed in Item 7 (2)
Each format has its own total. The total depends on the format you choose.
- Total Estimated Initial InvestmentPDF p. 16$107,650 – $147,900
- high boundPDF p. 16$147,900
Ongoing Fees — Item 6
Selected recurring charges; payment bases and conditions remain attached to each fee.
- Royalty per mealMain ongoing fee
18 reported fees, each with its payment basis, are listed below; they haven't been sorted into recurring, initial and occasional groups yet.
Financial Performance — Item 19
What results are disclosed—and for which locations?
One reported population. Revenue is not owner income.
Locations counted: not stated in the reviewed record
Revenue and other measures · 1 locations
- Who is counted
- Affiliate-owned outlet operating under the same system; town population approximately 75,000
- Period
- 2022
- Excluded
- Does not reflect costs, expenses, net income, or profit; franchised outlets excluded because they did not operate brick-and-mortar retail stores like offered franchise.
- Method
- Actual affiliate outlet gross revenue and meals produced; internally prepared unaudited financial statements.
Outlet Changes — Item 20
How has the outlet count changed?
Coverage not stated in the reviewed record · counts as of year end of each year.
2026 FDD · Item 20 ·
Questions to investigate
Prompts based on what this brand's reviewed disclosures do and don't show — not conclusions. Create a free account to save questions to your research.
For the franchisor
Which line items in the 2026 Item 7 estimate ($107,650 – $147,900) vary most by market, and why?
Which initial fee option would apply to my situation, and what conditions or discounts affect it?
Which locations are included in the Item 19 figures, and which were excluded?
Is a territory available in my area, and how is it defined in my agreement?
For current and former owners
How did your actual startup costs and timeline compare with the Item 7 estimate?
How many hours a week do you work in the business, and in what role?
How do your results compare with the Item 19 figures, and what explains the difference?
What support from the franchisor has been most and least useful?
For your advisors
Ask a franchise attorney to review the territory, renewal, transfer and termination terms.
Ask an accountant to build a cash-flow plan using your own assumptions, not the franchisor's.
Sources & vintage history
Every displayed fact is retained with its disclosure vintage, item, page, and reviewed status. Prior vintages remain on file rather than being overwritten.
Citations (2026 FDD)
- [1]Item 19 — Locations counted not stated in the reviewed record · PDF p. 43; PDF p. 44
"PDF p." is the page in the PDF file; "printed p." is the number printed on the FDD page. Source document: GetFDD listing
Territory & operations
No territory or operating requirements have been reviewed yet.
These are contract disclosures, not confirmation that any territory is currently available.
Legal & agreement
Franchisor financial statements
No verified franchisor financial statement figures have been reviewed yet.
SBA-backed loans to franchisees
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Source: U.S. Small Business Administration 7(a) & 504 FOIA data. Loan volume is not a measure of franchisee success.
Related research
Brands in the same subcategory first, then the wider industry, ordered by shared business format and overlapping investment range. This is not a ranking or recommendation.
Compare reviewed facts
At a glance
Business history
Not reviewed
Owner participation
Not reviewed
Territory language
Not reviewed
Litigation disclosure
Not reviewed
Bankruptcy disclosure
Not reviewed
Agreement term
Not reviewed
Independent analysis of franchisor-provided data. Not investment advice. Franopolis does not distribute FDDs.