Charles Schwab

$CSHCF500 #501
CategoryFinancial Services
SubcategoryMiscellaneous Financial Services
Locations382
Franchisee Count96
Franchise Fee$0
Item 7 Low$103,605
Item 7 Midpoint$162,655
Item 7 High$221,705
Royalty Fees
Ad / Brand Fund
Sold Not Open0
ParentThe Charles Schwab Corporation
Founded1971
Completeness33/34 (97%)
Years in Business54
Began Franchising2011
HQWestlake, TX
Executives2
Main Phone(720) 418-3686
FDD IssuedApril 3, 2026
Last UpdatedJul 25, 2026
FDDs2026 · 2025 · 2022 🔒
Franchisor

Charles Schwab & Co., Inc. is a broker-dealer and registered investment adviser that offers franchises for the establishment and operation of retail branch offices providing financial services including brokerage, investment advisory, and cash management services to clients.

Franchisees must use the Schwab Technology System and are required to maintain specific hardware and software as outlined in the Confidential Manuals. The Branch Hardware and Connectivity Service Fee varies based on the number of workstations, starting at approximately $325 per month.

Charles Schwab & Co., Inc. is a broker-dealer and registered investment adviser that offers franchises for the establishment and operation of retail branch offices providing financial services including brokerage, investment advisory, and cash management services to clients.

Read Charles Schwab’s complete April 3, 2026 Franchise Disclosure Document — plus 2 prior years on file. Founder level — $19/mo — also unlocks Item 19 revenue, financial strength and unit trajectory across all 3,850 brands on FranDeals.

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