Financial Advisor Invoice Generator for Germany
Create professional financial advisor invoices for clients in Germany. This free invoice generator combines financial advisor-specific billing practices with Germany's tax requirements (19% MwSt (standard)) and preferred payment methods like SEPA Bank Transfer and PayPal.
Free, no registration required. Your data stays in your browser.
Germany Tax Information
MwSt/USt is 19% standard, 7% reduced. Kleinunternehmer exemption under €22,000 annual revenue.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Germany
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Germany
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 Germany?
Germany has 19% MwSt (standard). MwSt/USt is 19% standard, 7% reduced. Kleinunternehmer exemption under €22,000 annual revenue.
What payment methods are common for financial advisors in Germany?
Common payment methods in Germany include: SEPA Bank Transfer, PayPal, Giropay, Kreditkarte. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Germany?
Your invoice should include: Business name, Steuernummer or USt-IdNr, Client details, Sequential 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 is required on German invoices?
§14 UStG requires: names, addresses, tax number, invoice number, date, description, VAT breakdown, total.