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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...
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 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
Frequently asked questions
What is Perk Planning?
Perk Planning is a ria headquartered in Madison, United States.
When was Perk Planning founded?
Perk Planning was founded in 2010.
Where is Perk Planning headquartered?
Perk Planning is headquartered in Madison, United States, in the North America region.
What does Altss track for Perk Planning?
Altss maintains an OSINT-verified profile of Perk Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Perk Planning's website?
Perk Planning's public website is perkplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Perk Planning?
Perk Planning is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Perk Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Perk Planning's Altss profile last updated?
Perk Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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