Financial planning fees — Capitalized contract costs
Ameriprise Financial Financial planning fees — Capitalized contract costs decreased by 0.7% to $149.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.8%, from $145.00M to $149.00M. Over 3 years (FY 2022 to FY 2025), Financial planning fees — Capitalized contract costs shows an upward trend with a 5.3% CAGR.
Analysis
How to read this metric
An increase suggests aggressive investment in client acquisition or business development, whereas a decrease may signal a reduction in acquisition activity or a change in the amortization profile of contract costs.
Detailed definition
This metric represents the incremental costs incurred to obtain or fulfill financial planning contracts that are recogni...
Peer comparison
Comparable to capitalized commission or acquisition costs reported by firms under revenue recognition standards for long-term service contracts.
amp_segment_financial_planning_fees_capitalized_contract_costsHistorical Data
| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $115.00M | $126.00M | $123.00M | $121.00M | $121.00M | $129.00M | $127.00M | $125.00M | $126.00M | $135.00M | $133.00M | $133.00M | $133.00M | $145.00M | $145.00M | $141.00M | $140.00M | $150.00M | $149.00M |
| QoQ Change | — | +9.6% | -2.4% | -1.6% | +0.0% | +6.6% | -1.6% | -1.6% | +0.8% | +7.1% | -1.5% | +0.0% | +0.0% | +9.0% | +0.0% | -2.8% | -0.7% | +7.1% | -0.7% |
| YoY Change | — | — | — | — | +5.2% | +2.4% | +3.3% | +3.3% | +4.1% | +4.7% | +4.7% | +6.4% | +5.6% | +7.4% | +9.0% | +6.0% | +5.3% | +3.4% | +2.8% |
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Frequently Asked Questions
- What is Ameriprise Financial's financial planning fees — capitalized contract costs?
- Ameriprise Financial (AMP) reported financial planning fees — capitalized contract costs of $149.00M in Q1 2026.
- How has Ameriprise Financial's financial planning fees — capitalized contract costs changed year-over-year?
- Ameriprise Financial's financial planning fees — capitalized contract costs increased by 2.8% year-over-year, from $145.00M to $149.00M.
- What is the long-term trend for Ameriprise Financial's financial planning fees — capitalized contract costs?
- Over 3 years (2022 to 2025), Ameriprise Financial's financial planning fees — capitalized contract costs has grown at a 5.3% compound annual growth rate (CAGR), from $494.00M to $576.00M.
- What does financial planning fees — capitalized contract costs mean?
- Costs incurred to secure or fulfill advisory contracts that are recorded as assets rather than immediate expenses.