Financial Advisor Invoice Generator for Kenya
Create professional financial advisor invoices for clients in Kenya. This free invoice generator combines financial advisor-specific billing practices with Kenya's tax requirements (16% VAT) and preferred payment methods like M-Pesa and Bank Transfer.
Free, no registration required. Your data stays in your browser.
Kenya Tax Information
VAT is 16%. Registration required above KES 5 million. KRA PIN required.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Kenya
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Kenya
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 Kenya?
Kenya has 16% VAT. VAT is 16%. Registration required above KES 5 million. KRA PIN required.
What payment methods are common for financial advisors in Kenya?
Common payment methods in Kenya include: M-Pesa, Bank Transfer, Airtel Money, Card, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Kenya?
Your invoice should include: KRA PIN, VAT registration, Client PIN, VAT (16%). 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 Kenya's VAT rate?
16%. Some goods are zero-rated (exports) or exempt (financial services).