Financial Advisor Invoice Generator for Netherlands
Create professional financial advisor invoices for clients in Netherlands. This free invoice generator combines financial advisor-specific billing practices with Netherlands's tax requirements (21% BTW (standard)) and preferred payment methods like iDEAL and SEPA Overboeking.
Free, no registration required. Your data stays in your browser.
Netherlands Tax Information
BTW is 21% standard, 9% reduced for food/medicine/books. Zero rate for exports.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Netherlands
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Netherlands
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 Netherlands?
Netherlands has 21% BTW (standard). BTW is 21% standard, 9% reduced for food/medicine/books. Zero rate for exports.
What payment methods are common for financial advisors in Netherlands?
Common payment methods in Netherlands include: iDEAL, SEPA Overboeking, PayPal, Creditcard. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Netherlands?
Your invoice should include: Business name, KvK-nummer, BTW-nummer, Client details. 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 BTW rates apply?
21% standard, 9% for food, books, medicines. Zero rate for exports and intra-EU B2B.