Financial Advisor Invoice Template for New Hampshire

Free financial advisor invoice template for New Hampshire: NH sales tax 0.00% (services usually exempt), late fees capped at 1.5%/mo under N.H. Rev. Stat. §336:1. Edit, send by email, or download as PDF.

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

  • Sales tax: 0.00% state rate. Generally exempts most services. No state or local sales tax. Meals/rooms tax 8.5%.
  • Late fees: Up to 1.5% per month under N.H. Rev. Stat. §336:1. Default 10%/yr; no usury cap on commercial transactions.

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

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