Financial Advisor Invoice Template

Financial Advisor Invoice Template enables the documentation required on a bill for long-term services, short-term services, or one-time sessions. It should be noted that all sections making up this invoice should be furnished with the content that is requested because this template will cover the minimum information that should be reported in most (if not all) documents. This will not limit your reporting abilities however since ample room has been provided to the sections that are commonly expected to display a sizeable amount of material relevant to the payment advisory services provided (such as financial planning, estate planning, retirement planning, etc).  It is strongly recommended the contents of your completed sections are reviewed for accuracy before the invoice is dispensed to the Client as this will promote timely payments.

Salary & Hourly Wage ($/hr)

  • Salary: $88,890/yr (source: BLS)
  • Hourly Wage: $42.73/hr (source: BLS)

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Bill To
Line Item

How to Write in PDF and MS Word

Download: Adobe PDF & Microsoft Word (.docx)

Step 1 – Use the Template Displayed To Invoice Financial Advisor Clients

When you are ready to complete and dispense the Financial Advice Invoice for an owed payment, select the “Adobe PDF” or “Microsoft Word (.docx)” links presented above. You may open and work with these files with the appropriate program.

Step 2 – Record The Financial Advisor’s Professional Information

The Financial Advisor will have to be introduced at the onset of this invoice. Thus, locate the field with the wording “Company Name” and replace this text with the Financial Advisor’s professional name or the name of the entity he or she works with.  Report the “Name” of the Financial Advisor sending this document on the first labeled line below the “Company Name” you supplied.   The mailing address where the Financial Advisor would receive correspondence regarding this paperwork (or payment) must be given to the Payer in this area. Three lines will be devoted to receiving this information. Therefore, enter the building number, the street, and the suite number of this address on the line designated with “Street Address.” Naturally, a full address will also require a “City, State, Country,” and “Zip Code” so, two more lines with the appropriate designations expect your entries.   The Financial Advisor’s contact information will need to include the information necessary to contact him or her relatively quickly. The “E-mail” and “Phone” labels each present a blank line where such information can be documented for the Client’s use.   


Step 3 – Present The Invoice Information For The Financial Consultation

The Financial Advisor’s invoice number must be included near the top of this page and is the first item requested by the shaded bar under the heading. Produce this number on the line with the “Invoice #” label.  The “Date” when the financial services or products are officially invoiced and applied to the Payer should be delivered to the second line in this area. 


Step 4 – Place The Financial Client’s Identity In The “Bill To” Section

The Client being addressed by the Financial Advisor must be obligated directly through this document by “Name. To this end, produce this entity’s full legal “Name” under the displayed heading “Bill To.”  This entity’s identity must be coupled with his or her mailing address. This material should be recorded on the lines attached to the “Street Address” label, “City, State, Country” label, and the “Zip Code” label. 

Step 5 – Discuss The Financial Advice Products And Services

The Payer’s responsibility may be the result of an order for financial advisory services or products and this should be documented in the “Description” box presented near the middle of this page. This field can accept a sizeable amount of information so you may feel free to give as itemized a breakdown as necessary. You may also record a summary in the form of a contract number, the time spent on the Client’s projects, product numbers, or program name.  The cost of the financial advice items you listed for this invoice will need to have their costs to the Client recorded. Use the “Amount” box in the second column to inform the Client of these costs. The “Subtotal” box in this column expects the sum of all the financial advice items that will be purchased. Add all the numbers entered in “Amount” to this box. After you have calculated and reported the above sum, refer to the books then enter the “Tax” amount in the next box of this column. A “Total” will be required as the full amount of money owed. This value must be the result of adding the “subtotal” to the “Tax”.     

Step 6 – Instructions For Payment And Other Material Can Be Presented

The statement consisting of the phrase “Payment Is Due…” declares the maximum number of days the Client will be given to pay this bill with a payment that is on time but will need this number entered on the blank line following this phrase  The area after the term “Comments Or Special Instructions” has been made available if you wish to include more terms, instructions, or information.




How to Write in MS Excel

Download: Microsoft Excel (.xlsx)

Step 1 – Acquire The Financial Advisor Invoice As A Spreadsheet Template

The invoice pictured on this page can be obtained and worked on as an excel sheet. Select the words “Microsoft Excel (.xlsx)” to save this version of the invoice.

Step 2 – Name The Financial Advisor Seeking Payment

This sheet will introduce the Financial Advisor or Consultation Firm that intends to collect payment as a result of providing his or her services and products. If this entity has acquired a logo that it presents with its name to the public, then use cell A1 to display it. You may upload any reasonably sized image file (.jpg, .png, etc.) to this cell for display.  The legal name of the Financial Advisor’s business must be coupled with its logo therefore cell A2 has been reserved for this item. Input the “Company Name” of the Financial Advisor in this cell. Keep in mind this cell will require any suffix that indicates an entity status if this is how the business was officially registered. 

The third cell in this column will expect the full “Name” of the Financial Advisor or the Office Employee responsible for collecting this payment.  Document the address where the Financial Advisor would expect a response by mail by entering its “Street Address” in cell A4, the “City, State, Country” in the next cell down, and its “Zip Code” in cell A6. Continue reporting the Financial Advisor’s contact information with his or her “E-mail” in cell A8 and “Phone” in cell A8.


Step 3 – Furnish The Invoice Information Attached To The Billed Service Or Product

The reference number used by the Financial Advisor’s bookkeeping system for this transaction must be prominently displayed on this sheet for the benefit of anyone reviewing it. Notice a small two-cell table composed of the headings “Invoice #” and “Date” call for the invoice number to be produced in cell F4 and this document’s “Date” of effect furnished in cell H4.  The latter will contain a default “Date” as a matter of convenience. You may alter this “Date” as required. 


Step 4 – Attach The Finance Client To This Bill

Return your attention to column A. The “Bill To” label for the series of cells beginning in cell A11 and continuing to cell A14 will focus on attributing the owed amount to a specific entity. This Payer should be named as the Financial Advisor’s Client in cell A11. If this is a business entity, remember to display its entire name as it appears on the books.  The billing address used by the Financial Advisor’s Client must occupy the remainder of this set of cells in column A (cells A12 through A14). Notice every line will have a specific target so that the “Street Address” (cell A12) will be displayed on a different line from that of the “City, State, Country” (cell A13) as well as a separate field for the “Zip Code” (cell A14).   


Step  5 – Supply Documentation Defining The Financial Advice Or Products Being Purchased

Cell A17 is the next field that requires your efforts. This area will allow for a significant amount of information to be documented for the Client’s records. Use it to deliver a “Description” of the financial advice or the Financial Advisor’s products that require payment.  In cell H17, the cost of these financial services, products, or packages requiring payment should be set to paper. Produce this content directly underneath the column heading “Amount.”  As a matter of convenience, this sheet will confirm precisely how much is owed for the Financial Advisor’s efforts and merchandise by requesting you produce the sum, without any taxes, in cell H18. This “Subtotal” should be presented even if only one item is priced in the cell above it.   

Taxes may have to be paid as a result of this purchase. If so, record the exact “Tax” owed in cell H19.    All the values you have supplied should lead up to the “Total” the Client must pay. Reach this figure by adding “Subtotal” with “Tax” and generating it in cell H20.     


Step 6 – Give Payment Instructions And Additional Information As Necessary

The statement contained in cell A21 needs the number of days this invoice allows to make a payment on time. Substitute this number for the brackets in cell A21.    If more room is required to include some additional material (i.e. disclosures, copies of relevant documents, or specific payment instructions, etc.) then furnish it to cell A22.