HomeVestors
Source filing: WI · filed 2026-04-24
Item 5 — Initial franchise fee
$85,000 [p.12 · WI · 2026-04-24]
Item 6 — Recurring fees (royalty & advertising)
| Associate Royalty Fee | Greater of (i) two percent (2%) of the Sales Price for each Sale Transaction, Hold Transaction, Assignment Transaction and Delayed Sale Transaction, but not to exceed 10% of [p.15 · WI · 2026-04-24] |
|---|---|
| Local or Regional Marketing / Advertising Council(2) | Level 4, 5 and 6 franchisees must spend at least $5,000 per month for local advertising Level 3 franchisees must spend at least $1,000 per month for local advertising. Level 2 franchisees must spend at least $1,000 per month for local advertising. A Level 2 franchisee may elect to contribute $200 to the Marketing Fund or the NAF, as we direct, that month in lieu of spending $1,000 for local advertising unless their Advertising Council documents or the NAF require them to contribute to the Advertising Council or NAF, limited to a maximum contribution requirement of $1,000 per month. Notwithstanding the foregoing, you must spend at least at least $1,000 in any given 6-month period. Level 1 franchisees are not required to advertise, unless their Advertising Council documents or the NAF require them to contribute to the Advertising Council or NAF, limited to a maximum contribution requirement of $1,000 per [p.16 · WI · 2026-04-24] |
| Marketing Fund Contributions(2) | Currently $300 for each Sale Transaction, Assignment Transaction and Hold Transaction, maximum of $1,000 for each Sale Transaction, Assignment Transaction and Hold Transaction. In addition, a Level 2 franchise must contribute $200 to the Marketing Fund or NAF, as we direct, for each month that it did not spend at least $1,000 for local advertising. [p.17 · WI · 2026-04-24] |
| Review of Advertising and Marketing Materials | Not to exceed $1,000 per review. [p.17 · WI · 2026-04-24] |
| National Advertising Fund (“NAF”) contribution(2) | The amount we designate from time to time; provided that you will not be required to contribute to the NAF and Advertising Council (or expend for local advertising if there is no Advertising Council in the Territory) more than the minimum monthly local advertising requirement specified for your Level or 25% of your monthly advertising spend, whichever is greater. We determine the advertising and marketing programs to be funded from the NAF and prepare an annual budget for the costs of these programs. The monthly costs of these programs are first proportioned among the Advertising Councils (or to individual franchisees if they are not members of an Advertising Council) based on the number of households in the geographic areas of the Advertising Councils (or in the territories of the franchisees not members of Advertising Councils) and then further proportioned among the franchisees in a specific Advertising Council based on a franchisee’s percentage share of expenditures by its Advertising Council. In addition, a Level 2 franchise must contribute $200 to the Marketing fund or NAF, as we direct, at our sole discretion, for each month that it did not spend at least $1,000 for local advertising. [p.18 · WI · 2026-04-24] |
Full Item 6 schedule (including one-time and conditional fees) is in the FDD itself.
Item 7 — Estimated initial investment (total)
$150,000 [p.24 · WI · 2026-04-24] – $477,250 [p.24 · WI · 2026-04-24]
Base single-franchise offering as stated in the FDD's total row. Multi-unit or area-development formats are not broken out here.
Item 20 — Outlets
| Franchised outlets at start of year | 981 [p.64 · WI · 2026-04-24] |
|---|---|
| Franchised outlets at end of year | 862 [p.64 · WI · 2026-04-24] |
| Net change in franchised outlets | -119 [p.64 · WI · 2026-04-24] |
| Transfers | 34 [p.69 · WI · 2026-04-24] |
| Terminations | 107 [p.74 · WI · 2026-04-24] |
| Non-renewals | 46 [p.74 · WI · 2026-04-24] |
| Ceased operations (other) | Not disclosed |
| Company-owned outlets at end of year | Not disclosed |
Item 19 — Financial performance representation
The filing's Item 19 contains no cohort eligible for headline presentation under this site's rules (franchised population, gross revenue/sales, annual, not a ranked subset).
All disclosed cohorts (10)
| Cohort | Outlets | Average | Median | High | Low |
|---|---|---|---|---|---|
| Top Quartile - Gross Price Differential for Covered Franchises FY2025 January 1, 2025 through December 31, 2025 |
198 [p.62 · WI · 2026-04-24] | $1,654,823 [p.62 · WI · 2026-04-24] | $1,355,000 [p.62 · WI · 2026-04-24] | $10,964,415 [p.62 · WI · 2026-04-24] | $754,100 [p.62 · WI · 2026-04-24] |
| 2nd Quartile - Gross Price Differential for Covered Franchises FY2025 January 1, 2025 through December 31, 2025 |
199 [p.62 · WI · 2026-04-24] | $482,461 [p.62 · WI · 2026-04-24] | $452,590 [p.62 · WI · 2026-04-24] | $744,990 [p.62 · WI · 2026-04-24] | $288,525 [p.62 · WI · 2026-04-24] |
| 3rd Quartile - Gross Price Differential for Covered Franchises FY2025 January 1, 2025 through December 31, 2025 |
199 [p.62 · WI · 2026-04-24] | $161,922 [p.62 · WI · 2026-04-24] | $158,922 [p.62 · WI · 2026-04-24] | $286,884 [p.62 · WI · 2026-04-24] | $39,500 [p.62 · WI · 2026-04-24] |
| Bottom Quartile - Gross Price Differential for Covered Franchises FY2025 January 1, 2025 through December 31, 2025 excluded: failed consistency checks |
Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| All Covered Franchises - Gross Price Differential FY2025 January 1, 2025 through December 31, 2025 excluded: failed consistency checks |
Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Top Quartile - Ad Spend for Covered Franchises FY2025 January 1, 2025 through December 31, 2025 |
198 [p.62 · WI · 2026-04-24] | $139,462 [p.62 · WI · 2026-04-24] | $100,000 [p.62 · WI · 2026-04-24] | Not disclosed | Not disclosed |
| 2nd Quartile - Ad Spend for Covered Franchises FY2025 January 1, 2025 through December 31, 2025 |
199 [p.62 · WI · 2026-04-24] | $63,573 [p.62 · WI · 2026-04-24] | $51,000 [p.62 · WI · 2026-04-24] | Not disclosed | Not disclosed |
| 3rd Quartile - Ad Spend for Covered Franchises FY2025 January 1, 2025 through December 31, 2025 |
199 [p.62 · WI · 2026-04-24] | $38,417 [p.62 · WI · 2026-04-24] | $26,000 [p.62 · WI · 2026-04-24] | Not disclosed | Not disclosed |
| Bottom Quartile - Ad Spend for Covered Franchises FY2025 January 1, 2025 through December 31, 2025 |
199 [p.62 · WI · 2026-04-24] | $11,161 [p.62 · WI · 2026-04-24] | Not disclosed | Not disclosed | Not disclosed |
| All Covered Franchises - Ad Spend FY2025 January 1, 2025 through December 31, 2025 |
795 [p.62 · WI · 2026-04-24] | $63,057 [p.62 · WI · 2026-04-24] | $35,000 [p.62 · WI · 2026-04-24] | Not disclosed | Not disclosed |
“Some HomeVestors Businesses have earned this amount. Your individual results may differ. There is no assurance that you'll earn as much.” [p.63 · WI · 2026-04-24]
Extraction notes
- Item 20 outlet counts were extracted with model assistance and verified against the cited pages.
- One or more Item 19 figures failed source verification and were removed.