Updated:
Perk Planning
Perk Planning is a fee-only, hourly-only, virtual Registered Investment Advisory firm. It takes a comprehensive approach to financial advice covering cash...
Overview
Perk Planning is a fee-only, hourly-only, virtual Registered Investment Advisory firm. It takes a comprehensive approach to financial advice covering cash flow, investments, employee benefits, estate planning and more, with a passive investing philosophy using diversified low-cost index funds. The firm is a member of NAPFA and offers advisory services in Wisconsin and other jurisdictions where exempted. Clients remain in control of how much counsel they want and pay by the hour.
General information
Firm type
RIA
Year founded
2010
Location
Region
North America
Country
United States
City
Madison
Corporate office
United States
Principals
Lisa Andrews
CFP®, RICP®, CPCU®, MBA, founder
Zach Hidden
CFP®, partner
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Perk Planning in Altss
Explore available research and relationship coverage for this adviser in Altss.