Financial planning fees — Revenue from contracts with customers
Ameriprise Financial Financial planning fees — Revenue from contracts with customers decreased by 21.2% to $115.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 4.5%, from $110.00M to $115.00M. Over 4 years (FY 2021 to FY 2025), Financial planning fees — Revenue from contracts with customers shows an upward trend with a 6.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates higher client engagement, growth in the advisory client base, or successful upselling of planning services, while a decrease may signal client attrition or a shift in service pricing models.
Detailed definition
This metric represents the total revenue recognized from providing financial planning, investment advisory, and wealth m...
Peer comparison
Comparable to fee-based advisory revenue reported by other wealth management firms and independent broker-dealers.
amp_segment_financial_planning_fees_revenue_from_contracts_with_customersHistorical Data
| Q2 '21 | 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 | $93.00M | $91.00M | $114.00M | $97.00M | $99.00M | $97.00M | $117.00M | $101.00M | $104.00M | $102.00M | $119.00M | $112.00M | $110.00M | $111.00M | $137.00M | $110.00M | $120.00M | $120.00M | $146.00M | $115.00M |
| QoQ Change | — | -2.2% | +25.3% | -14.9% | +2.1% | -2.0% | +20.6% | -13.7% | +3.0% | -1.9% | +16.7% | -5.9% | -1.8% | +0.9% | +23.4% | -19.7% | +9.1% | +0.0% | +21.7% | -21.2% |
| YoY Change | — | — | — | — | +6.5% | +6.6% | +2.6% | +4.1% | +5.1% | +5.2% | +1.7% | +10.9% | +5.8% | +8.8% | +15.1% | -1.8% | +9.1% | +8.1% | +6.6% | +4.5% |
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Frequently Asked Questions
- What is Ameriprise Financial's financial planning fees — revenue from contracts with customers?
- Ameriprise Financial (AMP) reported financial planning fees — revenue from contracts with customers of $115.00M in Q1 2026.
- How has Ameriprise Financial's financial planning fees — revenue from contracts with customers changed year-over-year?
- Ameriprise Financial's financial planning fees — revenue from contracts with customers increased by 4.5% year-over-year, from $110.00M to $115.00M.
- What is the long-term trend for Ameriprise Financial's financial planning fees — revenue from contracts with customers?
- Over 4 years (2021 to 2025), Ameriprise Financial's financial planning fees — revenue from contracts with customers has grown at a 6.5% compound annual growth rate (CAGR), from $386.00M to $496.00M.
- What does financial planning fees — revenue from contracts with customers mean?
- Revenue earned from fees charged to clients for financial planning and investment advisory services.