Financial Advisor Invoice Template for New Mexico

Free financial advisor invoice template for New Mexico: NM sales tax 4.88% (applies to services), late fees capped at 1.5%/mo under N.M. Stat. §56-8-3. Edit, send by email, or download as PDF.

State sales tax
4.88%
Late fee cap
1.5%/mo
Pre-filled lines
4
Cost
Free
Create your first invoice freeSee pricing

New Mexico compliance baked into the template

  • Sales tax: 4.88% state rate. Applies to services rendered. GRT (gross receipts tax) 4.875% applies broadly including services.
  • Late fees: Up to 1.5% per month under N.M. Stat. §56-8-3. Default 8.75%/yr; contract rates allowed.

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

Related