Free Financial Advisor Invoice Template & Generator
Generate financial advisory invoices for wealth management, retirement planning, portfolio reviews, and financial planning sessions.
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What to include on a Financial Advisor invoice
Your invoices need to spell out exactly what service you provided and the fee structure you're using. If you're charging assets under management, show the percentage rate, the account value on the calculation date, and the time period covered. For hourly work, break down the hours by activity like portfolio review or financial planning. Clients will ask their CPAs about tax deductibility, so separate out investment advice fees from general financial planning when possible.
Most advisors bill quarterly in arrears for AUM fees, though some do monthly. The fee gets deducted directly from the client's account after you send the invoice, so you're not chasing checks. For project-based planning, ask for half upfront and half on delivery. Hourly work usually gets billed monthly with net 15 or net 30 terms, but get a retainer first if you can.
Send AUM invoices a few days before you actually deduct the fee from their account. Clients hate surprises when they check their balance. This advance notice cuts down on confused calls and shows transparency. It also gives them time to question anything before the money moves, which builds trust even when they never actually call.
Frequently asked questions
How do financial advisors bill for services?
Fee-only advisors charge hourly ($150–$400), flat project fees ($1,000–$5,000 for a financial plan), or AUM-based (0.5–1.5% of assets under management annually). Some use retainers.
What should a financial advisory invoice include?
Detail services rendered (plan development, investment review, tax coordination), hours if billing hourly, period covered for retainers, and any third-party costs like financial planning software.
Should financial advisors charge for initial consultations?
Most offer a free 30–60 minute introductory meeting. Paid consultations ($200–$500) are appropriate when providing specific advice. Clarify the difference between discovery calls and advisory sessions.