# Perk Planning

Perk Planning is a RIA based in Madison, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Madison, United States
- **Region:** North America
- **Address:** United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** https://perkplanning.com
- **LinkedIn:** https://www.linkedin.com/company/perk-planning

## Regulatory record

- **CRD number:** 166369
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166369

## About

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.

## People

- Lisa Andrews — CFP®, RICP®, CPCU®, MBA, founder
- Zach Hidden — CFP®, partner

## Related profiles

- [FIRST CHOICE FINANCIAL PLANNING, LLC](https://altss.com/profile/first-choice-financial-planning-llc)
- [Newport Wealth Management](https://altss.com/profile/newport-wealth-management-llc)

---

Last updated: 2026-08-11T15:07:41.444Z

Canonical page: https://altss.com/profile/perk-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology