Financial Advisor Invoice Template for Hawaii

Free financial advisor invoice template for Hawaii: HI sales tax 4.00% (applies to services), late fees capped at 1.5%/mo under Haw. Rev. Stat. §478-2, written contracts required over $1,000. Edit, send by email, or download as PDF.

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

  • Sales tax: 4.00% state rate. Applies to services rendered. GET (general excise tax) 4%; applies broadly to services. Honolulu adds 0.5%.
  • Late fees: Up to 1.5% per month under Haw. Rev. Stat. §478-2. Statutory rate 10%/yr; contract rates up to 24%/yr.
  • Written contract: Required for jobs over $1,000. 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
HI
Avg invoice
$3,500
Net terms
30 days
Deposit
0%

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