Financial Advisor Invoice Generator for Finland
Create professional financial advisor invoices for clients in Finland. This free invoice generator combines financial advisor-specific billing practices with Finland's tax requirements (24% ALV (standard)) and preferred payment methods like Bank Transfer and MobilePay.
Free, no registration required. Your data stays in your browser.
Finland Tax Information
ALV is 24% standard, 14% food, 10% books/transport. Registration above €15,000.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Finland
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Finland
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 Finland?
Finland has 24% ALV (standard). ALV is 24% standard, 14% food, 10% books/transport. Registration above €15,000.
What payment methods are common for financial advisors in Finland?
Common payment methods in Finland include: Bank Transfer, MobilePay, Credit Card, PayPal. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Finland?
Your invoice should include: Y-tunnus, ALV number, Client details, 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 ALV rates apply?
24% standard, 14% for food/restaurant, 10% for books/medicines/transport.