Financial Advisor Invoice Generator for Spain
Create professional financial advisor invoices for clients in Spain. This free invoice generator combines financial advisor-specific billing practices with Spain's tax requirements (21% IVA (standard)) and preferred payment methods like Transferencia bancaria and Bizum.
Free, no registration required. Your data stays in your browser.
Spain Tax Information
IVA is 21% standard, 10% reduced, 4% super-reduced. NIF/CIF required.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Spain
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Spain
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 Spain?
Spain has 21% IVA (standard). IVA is 21% standard, 10% reduced, 4% super-reduced. NIF/CIF required.
What payment methods are common for financial advisors in Spain?
Common payment methods in Spain include: Transferencia bancaria, Bizum, PayPal, Tarjeta, Domiciliación. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Spain?
Your invoice should include: NIF/CIF number, Business address, Client NIF, 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 IVA rates apply?
21% standard, 10% for food/hospitality, 4% for essential goods.