Financial Advisor Invoice Template for Wisconsin

Free financial advisor invoice template for Wisconsin: WI sales tax 5.00% (services usually exempt), late fees capped at 1.5%/mo under Wis. Stat. §138.04. Edit, send by email, or download as PDF.

State sales tax
5%
Late fee cap
1.5%/mo
Pre-filled lines
4
Cost
Free
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Wisconsin compliance baked into the template

  • Sales tax: 5.00% state rate. Generally exempts most services. State 5%; combined commonly 5.5-6%.
  • Late fees: Up to 1.5% per month under Wis. Stat. §138.04. Default 5%/yr; contract rates up to 12%/yr without licensing.

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

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