Designed specifically for financial advisors, wealth managers, investment consultants, retirement planners, estate planners, and financial coaching professionals. This template helps you create professional invoices for financial planning, investment management, retirement strategy, estate planning, tax advisory, risk assessment, and holistic wealth management services. Fully customizable and includes fields for client information, advisory periods, AUM-based fees, hourly consulting, and payment schedules.
Our Financial Advisory Invoice Template includes automatic tax calculations, itemized service rows for different advisory services (financial plan creation, portfolio management, retirement analysis, estate planning documents, insurance review), separate sections for hourly consultations, fixed-fee plans, AUM fees, and third-party expenses. Whether you offer comprehensive wealth management, hourly financial coaching, or specialized retirement planning, this invoice adapts to your advisory practice. The template supports logo upload, multiple currency formats, clear balance due display, and includes fields for CFP® certification numbers, regulatory disclosures, fee-only disclosures, and engagement terms.
📈 Financial Advisory Invoice Builder
📄 Invoice Title
🌍 Currency Settings
🏢 Advisory Firm Details
👤 Client & Engagement Information
💼 Advisory & Fee Details
📑 Invoice Details
💰 Advisory Fees & Services
| Description (Service / Fee Type) | Qty/Period | Unit Price | Tax | Amount | |
|---|---|---|---|---|---|
| 3931.25 | |||||
| 1250.00 | |||||
| 750.00 | |||||
| 850.00 | |||||
| 350.00 |
💰 Payment & Retainer Info
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❓ Frequently Asked Questions About Financial Advisory Invoice Templates
What is a financial advisory invoice?
A financial advisory invoice is a specialized billing document used by wealth managers, financial planners, and investment advisors to bill for financial planning, investment management, retirement strategy, and related advisory services.
Is this suitable for my advisory practice?
Absolutely! This template works for RIAs, independent financial advisors, wealth management firms, retirement planners, estate planning professionals, and financial coaches.
Can I customize fee structures?
Yes! Each line item can represent AUM-based fees, flat fees, hourly consulting, project-based planning, retainer agreements, and reimbursable expenses.
Can I save and print this invoice?
Yes! Use "Save as PDF" to email invoices to clients. Use "Print Invoice" for physical records or client meeting folders.
Is this template really free?
Yes, completely free! No watermarks, registration, or fees. Use it unlimited times for your advisory practice billing needs.
Can I handle AUM-based fee calculations?
Yes! You can manually enter quarterly AUM fees based on your client's assets. The invoice allows custom unit prices for any fee structure.
Can I include regulatory disclosures?
Yes! The template includes fields for CFP® certification numbers, CRD numbers, and disclosure language to maintain compliance with SEC and state regulations.
Is this compliant with fiduciary standards?
This template helps create transparent invoices. Always include required disclosures per your ADV and follow all SEC, FINRA, and state regulatory requirements for fee disclosure.