Financial Advisor Invoice Generator for Georgia
Create professional financial advisor invoices for clients in Georgia. This free invoice generator combines financial advisor-specific billing practices with Georgia's tax requirements (18% VAT) and preferred payment methods like Bank Transfer and Credit Card.
Free, no registration required. Your data stays in your browser.
Georgia Tax Information
VAT is 18% standard. Registration above GEL 100,000 turnover. Source: Revenue Service Georgia.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Georgia
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Georgia
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 Georgia?
Georgia has 18% VAT. VAT is 18% standard. Registration above GEL 100,000 turnover. Source: Revenue Service Georgia.
What payment methods are common for financial advisors in Georgia?
Common payment methods in Georgia include: Bank Transfer, Credit Card, Cash, TBC Pay, BOG. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Georgia?
Your invoice should include: ID code, VAT certificate 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 VAT rates apply?
Georgia has single 18% VAT rate. Zero-rated exports. Some financial services exempt.