Lisa Andrews
Perk Planning · Madison, Wisconsin
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).
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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 |
| Credentials | CFP · CPCU · MBA · RICP |
| SEC registration | Investment adviser representative in TX, WI · CRD 3038887 |
| Exams passed | Series 63 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | perkplanning.com |
| Profile |
How Lisa's firm compares
- A one-time plan starts at $1,900, in line with the Wisconsin median of $1,900 for fee-only firms that publish prices.
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Questions about Lisa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Perk Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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