Tardus Wealth Strategies Franchise: Frequently Asked Questions

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What experience do I need to invest in a financial coaching franchise with Tardus Wealth Strategies?

The Tardus Wealth Strategies franchise owner shares our philosophy and is passionate about providing clients with the tools and guidance they need to build wealth and develop passive income. We seek financially qualified candidates who are inspired by our mission and are ready to join us as we disrupt the financial coaching industry. You do not need to have direct financial education and planning experience to become a Tardus franchise owner, but sales experience and experience in the Tardus community are helpful. Owners should be prepared to directly operate their business or appoint a General Manager to send through Tardus Wealth Strategies training.

Franchise owners and their managers will receive comprehensive virtual training and coaching on the Tardus Wealth Strategies franchise model, both in the classroom and on the job. When it’s time for your Grand Opening, our franchise team will be available for remote support to help ensure you are calm, confident, and excited when you open your doors. Owners will have access to the Tardus Confidential Operations Manual for daily operations. Our team is available to assist you when you need us. We are always just a call or click away.

The estimated initial investment necessary to begin operations ranges from $74,050 to $105,800. This includes an initial minimum franchise fee of $40,000. (Note: The amount of the initial franchise fee will increase for each additional 10,000 qualifying households in your territory.) As with any new venture, it’s important to have adequate capital to fund the initial business growth stages.

We do not provide direct financing to franchise owners, but we may refer to financing sources on a case-by-case basis.

We collect a royalty fee equal to 10% of gross revenues. Fees such as these allow us to fund our ongoing Tardus Wealth Strategies support services and the continued development of programs, marketing tools, training programs, recipes, and systems upgrades. For a full list of fees and requirements, please refer to our Franchise Disclosure Document (FDD).

Tardus Wealth Strategies franchise owners will be required to spend a minimum of 3% of revenues on a monthly basis on local marketing, and $5,500 on initial marketing. You will also contribute the greater of $1,000 per month or 2% of gross revenues to the brand marketing fund. Collected funds will be used to develop marketing strategies to promote the Tardus brand and cover the creative costs to develop branded marketing materials and campaigns.

The initial term of your agreement is five years, with three subsequent successor agreement options of five years each.

If you’re interested in learning more about how to invest in a financial coaching franchise with Tardus Wealth Strategies, contact us at 888-544-6206 or franchise@tardus.com. Let’s discuss setting up a meeting, speaking with our management staff, and receiving our FDD, for all the important details you’ll need to make an informed decision.

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