Financial Advisor Invoice Template for Rhode Island

Free financial advisor invoice template for Rhode Island: RI sales tax 7.00% (services usually exempt), late fees capped at 1.5%/mo under R.I. Gen. Laws §6-26-2, written contracts required over $1,000. Edit, send by email, or download as PDF.

State sales tax
7%
Late fee cap
1.5%/mo
Pre-filled lines
4
Cost
Free
Create your first invoice freeSee pricing

Rhode Island compliance baked into the template

  • Sales tax: 7.00% state rate. Generally exempts most services. State 7%; uniform, no local. Some services taxable.
  • Late fees: Up to 1.5% per month under R.I. Gen. Laws §6-26-2. Civil usury cap 21%/yr or 9% over Treasury Bill, whichever is higher.
  • 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
RI
Avg invoice
$3,500
Net terms
30 days
Deposit
0%

Related