Financial Advisor Invoice Template for Kansas

Free financial advisor invoice template for Kansas: KS sales tax 6.50% (services usually exempt), late fees capped at 1.5%/mo under Kan. Stat. §16-201. Edit, send by email, or download as PDF.

State sales tax
6.5%
Late fee cap
1.5%/mo
Pre-filled lines
4
Cost
Free
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Kansas compliance baked into the template

  • Sales tax: 6.50% state rate. Generally exempts most services. State 6.5%; combined commonly 8-11%.
  • Late fees: Up to 1.5% per month under Kan. Stat. §16-201. Default 10%/yr; contract rates up to 15%/yr.

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
KS
Avg invoice
$3,500
Net terms
30 days
Deposit
0%

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