Invoicing Templates for Financial Advisors & Planners

Q: Can I invoice for both hourly consultations and long-term financial planning projects?

Yes — GoInvoice supports both hourly billing for consultations and project-based pricing for financial planning services.

Q: Can I include financial statements, reports, or planning documents with my invoices?

Absolutely. You can securely upload relevant financial documents, such as reports, investment summaries, or retirement planning files with your invoice.

Q: Can I set up recurring invoices for clients with ongoing financial planning or portfolio management?

Yes — GoInvoice allows you to set up recurring invoices for clients needing long-term advisory services or investment management.

Q: Is GoInvoice suitable for both solo financial advisors and larger firms?

Yes — GoInvoice works for both independent financial advisors and larger financial planning firms handling multiple clients.

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#1 Invoicing Software for Small Businesses

Invoicing Templates for Financial Advisors & Planners

As a financial advisor or planner, you help clients navigate complex financial landscapes, from retirement planning and tax strategy to investment management and estate planning. Your expertise is crucial to your clients' financial well-being, and your invoices should reflect the trust and professionalism you bring to every financial consultation.

Loved by 100k+ business owners and finance teams across the globe.

Loved by 100k+ business owners

Start Using Template

Create Invoice Now

Built to Earn
Your Trust

Proven. Trusted. Scalable.

GoInvoice provides an intuitive, professional invoice template designed specifically for financial advisors and planners. Bill for consultations, financial planning, investment strategies, retirement planning, and ongoing client management — all in one organized, client-friendly format.

“You manage clients' financial futures — GoInvoice manages your billing.”

Industry Use Case Overview

Why Invoicing Matters for Financial Advisors & Planners

Financial services often involve a range of tasks and services that require clear billing:

Initial consultations and financial assessments
Investment strategy development and portfolio management
Tax planning, retirement planning, and estate planning
Ongoing wealth management and portfolio reviews
Project-based pricing, hourly consultations, or retainer agreements
Flat-rate or performance-based fees

GoInvoice ensures you can easily track each service provided, ensuring clients understand exactly what they’re paying for while keeping your billing organized and efficient.

Free templates

Download Ready-to-Use Financial Advisors & Planners Invoice Templates

Wealth Management Invoice

PDF

Excel

Word

Investment Portfolio Review Invoice

PDF

Excel

Word

Retirement Planning Invoice

PDF

Excel

Word

Financial Goal Setting Invoice

PDF

Excel

Word

Budgeting Assistance Invoice

PDF

Excel

Word

Estate Planning Services Invoice

PDF

Excel

Word

Why Use a Financial Advisor & Planner Invoice Template?

Bill Per Hour, Project, or Retainer

Flexible billing options

Charge by the hour for consultations, per-project pricing for financial planning, or set up recurring billing for ongoing advisory services.

Include Consultations, Financial Planning & Portfolio Management

Reflect the full scope of your services

Itemize services such as financial consultations, retirement planning, investment portfolio management, and ongoing advisory.

Track Recurring Clients & Ongoing Services

Perfect for long-term client relationships

Set up recurring invoices for clients with ongoing portfolio management or long-term financial planning.

Attach Financial Reports, Statements & Proposals

Provide clarity and transparency

Upload financial statements, investment proposals, and retirement planning documents alongside your invoice.

Bill Per Hour, Project, or Retainer
Flexible billing options
Charge by the hour for consultations, per-project pricing for financial planning, or set up recurring billing for ongoing advisory services.
Include Consultations, Financial Planning & Portfolio Management
Reflect the full scope of your services
Itemize services such as financial consultations, retirement planning, investment portfolio management, and ongoing advisory.
Track Recurring Clients & Ongoing Services
Perfect for long-term client relationships
Set up recurring invoices for clients with ongoing portfolio management or long-term financial planning.
Attach Financial Reports, Statements & Proposals
Provide clarity and transparency
Upload financial statements, investment proposals, and retirement planning documents alongside your invoice.
Bill Per Hour, Project, or Retainer
Flexible billing options
Charge by the hour for consultations, per-project pricing for financial planning, or set up recurring billing for ongoing advisory services.
Include Consultations, Financial Planning & Portfolio Management
Reflect the full scope of your services
Itemize services such as financial consultations, retirement planning, investment portfolio management, and ongoing advisory.
Track Recurring Clients & Ongoing Services
Perfect for long-term client relationships
Set up recurring invoices for clients with ongoing portfolio management or long-term financial planning.
Attach Financial Reports, Statements & Proposals
Provide clarity and transparency
Upload financial statements, investment proposals, and retirement planning documents alongside your invoice.
Bill Per Hour, Project, or Retainer
Flexible billing options
Charge by the hour for consultations, per-project pricing for financial planning, or set up recurring billing for ongoing advisory services.
Include Consultations, Financial Planning & Portfolio Management
Reflect the full scope of your services
Itemize services such as financial consultations, retirement planning, investment portfolio management, and ongoing advisory.
Track Recurring Clients & Ongoing Services
Perfect for long-term client relationships
Set up recurring invoices for clients with ongoing portfolio management or long-term financial planning.
Attach Financial Reports, Statements & Proposals
Provide clarity and transparency
Upload financial statements, investment proposals, and retirement planning documents alongside your invoice.
Bill Per Hour, Project, or Retainer
Flexible billing options
Charge by the hour for consultations, per-project pricing for financial planning, or set up recurring billing for ongoing advisory services.
Include Consultations, Financial Planning & Portfolio Management
Reflect the full scope of your services
Itemize services such as financial consultations, retirement planning, investment portfolio management, and ongoing advisory.
Track Recurring Clients & Ongoing Services
Perfect for long-term client relationships
Set up recurring invoices for clients with ongoing portfolio management or long-term financial planning.
Attach Financial Reports, Statements & Proposals
Provide clarity and transparency
Upload financial statements, investment proposals, and retirement planning documents alongside your invoice.

Step-by-Step

How to Create a Financial Advisor & Planner Invoice in 3 Easy Steps

Enter Client & Service Details

Include client name, service description (e.g., “Retirement Planning – Q1 2025”), and service dates.

List Services, Time & Deliverables

Break down time spent on consultations, financial assessments, portfolio management, and tax strategy.

Attach Documents & Send Professionally

Upload financial reports, retirement plans, or investment proposals — then send via GoInvoice with professional branding and automated reminders.

Real-World Example

Secure Clients’ Financial Futures. Simplify Your Billing.

Business: SecureWealth Advisors
Type: Financial planning and investment advisory services for individuals and families
Use Case:
“We provide comprehensive financial planning and investment management. GoInvoice helps us track time for consultations, itemize portfolio management services, and attach financial reports, making invoicing as smooth as our planning process.”

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FAQ’s

Frequently Asked Questions

Can I invoice for both hourly consultations and long-term financial planning projects?

Can I include financial statements, reports, or planning documents with my invoices?

Can I set up recurring invoices for clients with ongoing financial planning or portfolio management?

Is GoInvoice suitable for both solo financial advisors and larger firms?

🚀 Ready to Bill Like a Pro?

🧾 Manage Wealth. Streamline Your Billing.

✔️ Built for financial advisors, wealth planners & investment consultants
✔️ Tracks consultations, financial planning, and ongoing portfolio management
✔️ Ensures your billing is as professional and organized as your financial strategies

👉 Try GoInvoice’s Financial Advisor & Planner Invoice Template — and simplify your invoicing while securing your clients' financial futures.

Start Using Template

Create Invoice Now

Happy Users

Real Feedback. Real Results.

Trusted by 100+ happy clients, powering over $250M+ in invoicing.

Happy Users

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Invoices generated

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See How It Works

"GoInvoice.io has completely transformed how we handle billing. The intuitive interface and customizable templates save us hours each week. It’s a must-have for any small business!"
Jessica T.
Freelance Graphic Designer
"With GoInvoice.io, I can send professional invoices in minutes and track payments effortlessly. My clients love the clarity, and my cash flow has never been better!"
Michael L.
IT Consultant
"As someone who’s not tech-savvy, I was amazed by how easy GoInvoice.io is to use. It’s made invoicing stress-free and keeps me organized with reminders and payment tracking."
Samantha R.
Yoga Instructor
"Our growing agency needed an invoicing tool that could keep up with our client base. GoInvoice.io delivers every time with seamless features and excellent support."
David S.
Marketing Agency Owner
"The invoice templates are sleek and professional, and the ability to customize them to match my brand is fantastic. GoInvoice.io has elevated my client interactions."
Emily H.
Event Planner
"The customer support team at GoInvoice.io is incredible. They’re quick to respond and always have a solution. The platform is reliable, and the service is unmatched."
James M.
Software Developer

Happy Users

Real Feedback. Real Results.

Trusted by 100+ happy clients, powering over $250M+ in invoicing.

Happy Users

$0+

Invoices generated

0.0

Average Rating

Start Free Trial

See How It Works

"GoInvoice.io has completely transformed how we handle billing. The intuitive interface and customizable templates save us hours each week. It’s a must-have for any small business!"
Jessica T.
Freelance Graphic Designer
"With GoInvoice.io, I can send professional invoices in minutes and track payments effortlessly. My clients love the clarity, and my cash flow has never been better!"
Michael L.
IT Consultant
"As someone who’s not tech-savvy, I was amazed by how easy GoInvoice.io is to use. It’s made invoicing stress-free and keeps me organized with reminders and payment tracking."
Samantha R.
Yoga Instructor
"Our growing agency needed an invoicing tool that could keep up with our client base. GoInvoice.io delivers every time with seamless features and excellent support."
David S.
Marketing Agency Owner
"The invoice templates are sleek and professional, and the ability to customize them to match my brand is fantastic. GoInvoice.io has elevated my client interactions."
Emily H.
Event Planner
"The customer support team at GoInvoice.io is incredible. They’re quick to respond and always have a solution. The platform is reliable, and the service is unmatched."
James M.
Software Developer

Happy Users

Real Feedback. Real Results.

Trusted by 100+ happy clients, powering over $250M+ in invoicing.

Happy Users

$0+

Invoices generated

0.0

Average Rating

Start Free Trial

See How It Works

"GoInvoice.io has completely transformed how we handle billing. The intuitive interface and customizable templates save us hours each week. It’s a must-have for any small business!"
Jessica T.
Freelance Graphic Designer
"With GoInvoice.io, I can send professional invoices in minutes and track payments effortlessly. My clients love the clarity, and my cash flow has never been better!"
Michael L.
IT Consultant
"As someone who’s not tech-savvy, I was amazed by how easy GoInvoice.io is to use. It’s made invoicing stress-free and keeps me organized with reminders and payment tracking."
Samantha R.
Yoga Instructor
"Our growing agency needed an invoicing tool that could keep up with our client base. GoInvoice.io delivers every time with seamless features and excellent support."
David S.
Marketing Agency Owner
"The invoice templates are sleek and professional, and the ability to customize them to match my brand is fantastic. GoInvoice.io has elevated my client interactions."
Emily H.
Event Planner
"The customer support team at GoInvoice.io is incredible. They’re quick to respond and always have a solution. The platform is reliable, and the service is unmatched."
James M.
Software Developer

Streamline Your Invoicing Process

Get in touch to explore how GoInvoice can simplify your business finances.

Get Started

FAQ'S

Pricing

Disclaimer

Cookie Policy

Refund Policy

Streamline Your Invoicing Process

Get in touch to explore how GoInvoice can simplify your business finances.

Get Started

FAQ'S

Pricing

Disclaimer

Cookie Policy

Refund Policy

Invoicing Templates for Financial Advisors & Planners

Invoicing Templates for Financial Advisors & Planners

Invoicing Templates for Financial Advisors & Planners

Built to EarnYour Trust

Proven. Trusted. Scalable.

Industry Use Case Overview

Why Invoicing Matters for Financial Advisors & Planners

Why Invoicing Matters for Financial Advisors & Planners

Why Invoicing Matters for Financial Advisors & Planners

Download Ready-to-Use Financial Advisors & Planners Invoice Templates

Download Ready-to-Use Financial Advisors & Planners Invoice Templates

Wealth Management Invoice

Wealth Management Invoice

Wealth Management Invoice

PDF

Excel

Word

Investment Portfolio Review Invoice

Investment Portfolio Review Invoice

Investment Portfolio Review Invoice

PDF

Excel

Word

Retirement Planning Invoice

Retirement Planning Invoice

Retirement Planning Invoice

PDF

Excel

Word

Financial Goal Setting Invoice

Financial Goal Setting Invoice

Financial Goal Setting Invoice

PDF

Excel

Word

Budgeting Assistance Invoice

Budgeting Assistance Invoice

Budgeting Assistance Invoice

PDF

Excel

Word

Estate Planning Services Invoice

Estate Planning Services Invoice

Estate Planning Services Invoice

PDF

Excel

Word

Why Use a Financial Advisor & Planner Invoice Template?

Why Use a Financial Advisor & Planner Invoice Template?

Bill Per Hour, Project, or Retainer

Flexible billing options

Include Consultations, Financial Planning & Portfolio Management

Reflect the full scope of your services

Track Recurring Clients & Ongoing Services

Perfect for long-term client relationships

Attach Financial Reports, Statements & Proposals

Provide clarity and transparency

Bill Per Hour, Project, or Retainer

Flexible billing options

Include Consultations, Financial Planning & Portfolio Management

Reflect the full scope of your services

Track Recurring Clients & Ongoing Services

Perfect for long-term client relationships

Attach Financial Reports, Statements & Proposals

Provide clarity and transparency

How to Create a Financial Advisor & Planner Invoice in 3 Easy Steps

How to Create a Financial Advisor & Planner Invoice in 3 Easy Steps

How to Create a Financial Advisor & Planner Invoice in 3 Easy Steps

Enter Client & Service Details

Enter Client & Service Details

List Services, Time & Deliverables

List Services, Time & Deliverables

Attach Documents & Send Professionally

Attach Documents & Send Professionally

Secure Clients’ Financial Futures. Simplify Your Billing.

Secure Clients’ Financial Futures. Simplify Your Billing.

Secure Clients’ Financial Futures. Simplify Your Billing.

Invoicing Templates for Outsourced CFO & Financial Controller Services

Invoicing Templates for Outsourced CFO & Financial Controller Services

Invoicing Templates for Franchise Consultants

Built to Earn
Your Trust