Financial Advisor Invoice Generator for Mexico
Create professional financial advisor invoices for clients in Mexico. This free invoice generator combines financial advisor-specific billing practices with Mexico's tax requirements (16% IVA) and preferred payment methods like SPEI Transfer and Credit Card.
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Mexico Tax Information
IVA is 16%. CFDI electronic invoicing required for official invoices. RFC mandatory.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Mexico
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Mexico
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 Mexico?
Mexico has 16% IVA. IVA is 16%. CFDI electronic invoicing required for official invoices. RFC mandatory.
What payment methods are common for financial advisors in Mexico?
Common payment methods in Mexico include: SPEI Transfer, Credit Card, PayPal, Cash, Check. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Mexico?
Your invoice should include: RFC number, Business address, Client's RFC, CFDI requirements. 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 CFDI?
Mexico's electronic invoicing system required by SAT for tax-deductible transactions.