# Lisa Andrews

> Lisa Andrews is a fee-only financial advisor at Perk Planning in Madison, Wisconsin, who holds the CFP, CPCU and MBA credentials. Lisa charges hourly fees and a one-time planning fee (one-time plans from $1,900 and no asset minimum).

Page: https://find.wellspent.co/advisors/lisa-andrews/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Perk Planning
- **Based in:** Madison, Wisconsin
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $1,900; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, CPCU, MBA, RICP
- **CRD:** 3038887 (https://adviserinfo.sec.gov/individual/summary/3038887)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 63 (2000)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://perkplanning.com

## Frequently asked questions

### Is Lisa Andrews a fee-only financial advisor?

Yes. Lisa Andrews is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lisa's firm.

### How does Lisa charge for financial advice?

Lisa charges hourly fees and a one-time planning fee.

### How much does Lisa charge?

According to Perk Planning's website, checked October 28, 2026: one-time plans from $1,900; no asset minimum.

### Where is Lisa Andrews based?

Lisa Andrews is based in Madison, Wisconsin.

### What credentials does Lisa Andrews hold?

Lisa Andrews holds the CFP, CPCU, MBA and RICP credentials.

### Is Lisa Andrews registered with the SEC?

Yes. Lisa Andrews is registered as an investment adviser representative in TX and WI (CRD 3038887), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Lisa Andrews?

Through Lisa's website, perkplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6755): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://perkplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.