Financial Advisor Invoice Generator for Guatemala
Create professional financial advisor invoices for clients in Guatemala. This free invoice generator combines financial advisor-specific billing practices with Guatemala's tax requirements (12% IVA) and preferred payment methods like Bank Transfer and Banco Industrial.
Free, no registration required. Your data stays in your browser.
Guatemala Tax Information
IVA is 12%. SAT registration required. NIT (Tax ID) mandatory for all businesses.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Guatemala
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Guatemala
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 Guatemala?
Guatemala has 12% IVA. IVA is 12%. SAT registration required. NIT (Tax ID) mandatory for all businesses.
What payment methods are common for financial advisors in Guatemala?
Common payment methods in Guatemala include: Bank Transfer, Banco Industrial, BAC, Credit Card, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Guatemala?
Your invoice should include: NIT number, SAT registration, Client NIT, 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 Guatemala's IVA rate?
Guatemala applies 12% IVA (Impuesto al Valor Agregado) on most goods and services. Exports are zero-rated.