Financial Advisor Invoice Template for Florida

Free financial advisor invoice template for Florida: FL sales tax 6.00% (services usually exempt), late fees capped at 1.5%/mo under Fla. Stat. §687.03 (usury), written contracts required over $2,500. Edit, send by email, or download as PDF.

State sales tax
6%
Late fee cap
1.5%/mo
Pre-filled lines
4
Cost
Free
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Florida compliance baked into the template

  • Sales tax: 6.00% state rate. Generally exempts most services. Most services exempt; tangible goods taxable. Local discretionary surtax up to 1.5%.
  • Late fees: Up to 1.5% per month under Fla. Stat. §687.03 (usury). Civil usury cap 18%/yr on contracts under $500K; must be in written agreement.
  • Written contract: Required for jobs over $2,500. The template includes a signature block and scope-of-work field.

Financial Advisor invoice fields

  • Plan preparation flat fee — flat
  • Hourly advisory — hour, default $295
  • AUM fee — annual % — pct, default $1
  • Tax-prep coordination — flat
State
FL
Avg invoice
$3,500
Net terms
30 days
Deposit
0%

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