Financial Advisor Invoice Template

Free financial advisor invoice template: 4 pre-filled line items, Net 30 terms, 0% deposit field. Edit, download as PDF, or send online for one-click card payment.

Pre-filled lines
4
Net terms
30 days
Deposit
0%
Cost
Free
Create your first invoice freeSee pricing

What this template includes

Every financial advisor invoice generated here arrives with the standard line items your customers expect. Edit any field, then download as PDF, send by email, or take a card payment online.

  • Plan preparation flat fee — flat
  • Hourly advisory — hour, default $295
  • AUM fee — annual % — pct, default $1
  • Tax-prep coordination — flat

Licensing & compliance notes

Series 65 / 66 + state RIA registration required for fee-only advisors. CFP / CFA designations are industry-standard.

Financial Advisor invoice norms

Average invoice
$3,500
Standard terms
Net 30
Typical deposit
0%
BLS code
13-2052

State-specific financial advisor invoice templates

Pick your state for a template pre-tuned to local sales-tax rules, statutory late-fee caps, and contractor disclosure requirements.

Related