Financial Advisor Invoice Template for Maryland

Free financial advisor invoice template for Maryland: MD sales tax 6.00% (services usually exempt), late fees capped at 1.5%/mo under Md. Com. Law §12-103, written contracts required over $1,000. Edit, send by email, or download as PDF.

State sales tax
6%
Late fee cap
1.5%/mo
Pre-filled lines
4
Cost
Free
Create your first invoice freeSee pricing

Maryland compliance baked into the template

  • Sales tax: 6.00% state rate. Generally exempts most services. State 6%; uniform statewide. No local sales tax.
  • Late fees: Up to 1.5% per month under Md. Com. Law §12-103. Legal rate 6%/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
MD
Avg invoice
$3,500
Net terms
30 days
Deposit
0%

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