Consulting & professional services
Financial Advisor invoice template
A free, professional invoice template for financial advisor work — billing for advisory work, retainers, and project fees. Fill it in and send, or describe the job in one sentence and let Aviy’s AI build the financial advisor invoice for you: line items, tax, due date, and a one-tap payment link included.
What to put on a financial advisor invoice
- Engagement or project, described per line
- Hourly rate, day rate, or fixed project fee
- Retainer period covered, if on a monthly retainer
- Billable expenses and disbursements
- Tax at the correct rate for your services
- Purchase-order number, if the client requires one
- Payment terms and remittance details
How to create one with Aviy
- 1Open the AI generator and describe the financial advisor job in a sentence.
- 2Aviy parses the client, line items, amounts, tax, and due date into a finished invoice.
- 3Edit any field, add your logo, brand colour, and signature.
- 4Download the PDF or send it by email, WhatsApp, or SMS — with an online payment link.
In-depth guide
Financial Advisor Invoice Template: Free Guide and Examples
A financial advisor invoice template guide with fee examples, AUM and retainer billing, payment terms, and a worked sample to help you get paid faster.
Read the full financial advisor invoicing guide →Financial Advisor invoice FAQ
What should a Financial Advisor invoice include?
Your business and contact, the client, a unique invoice number, the date, an itemised breakdown of the work or retainer period, billable expenses, tax, the total due, and payment terms. Aviy assembles it from one sentence.
How do I invoice a monthly retainer?
State the retainer period (e.g. "Advisory retainer — August 2026"), the agreed fee, and anything billed on top such as extra hours or expenses. Aviy can save the details and reissue the retainer invoice each month.
Do I need a PO number on the invoice?
Many corporate clients will not pay without one. Aviy has a field for the purchase-order reference so it appears on the invoice and the payment is not held up.
Stop copy-pasting spreadsheets
Describe the financial advisor job in one sentence. Aviy generates a finished, professional invoice you can download or send in seconds — for free.