Financial Advisor Invoice Generator for Estonia
Create professional financial advisor invoices for clients in Estonia. This free invoice generator combines financial advisor-specific billing practices with Estonia's tax requirements (22% KM) and preferred payment methods like Bank Transfer and Credit Card.
Free, no registration required. Your data stays in your browser.
Estonia Tax Information
KM (VAT) is 22% standard, 9% for books/medicines/hotels. Registration above €40,000. Source: Estonian Tax and Customs Board.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Estonia
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Estonia
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in Estonia?
Estonia has 22% KM. KM (VAT) is 22% standard, 9% for books/medicines/hotels. Registration above €40,000. Source: Estonian Tax and Customs Board.
What payment methods are common for financial advisors in Estonia?
Common payment methods in Estonia include: Bank Transfer, Credit Card, PayPal, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Estonia?
Your invoice should include: Registration code, KM number if registered, Client code, Invoice number. For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What KM rates apply in Estonia?
Estonia applies 22% standard VAT (KM), 9% for books, medicines, and accommodation. Zero-rated exports and intra-EU B2B.