Financial Advisor Invoice Template for West Virginia

Free financial advisor invoice template for West Virginia: WV sales tax 6.00% (applies to services), late fees capped at 1.5%/mo under W. Va. Code §47-6-5. Edit, send by email, or download as PDF.

State sales tax
6%
Late fee cap
1.5%/mo
Pre-filled lines
4
Cost
Free
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West Virginia compliance baked into the template

  • Sales tax: 6.00% state rate. Applies to services rendered. State 6%; many services taxable; combined 6-7%.
  • Late fees: Up to 1.5% per month under W. Va. Code §47-6-5. Default 7%/yr; contract rates up to 8%/yr without license.

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

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