# Zach Hidden

> Zach Hidden is a fee-only financial advisor at Perk Planning in Milwaukee, Wisconsin, who holds the CFP credential. Zach charges a one-time planning fee and hourly fees (one-time plans from $4,560 and $380 an hour) and focuses on tax planning, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/zach-hidden/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** Perk Planning
- **Based in:** Milwaukee, Wisconsin
- **Fee model:** One-time planning fee; Hourly
- **Fees (Advice-Only Network profile):** one-time plans from $4,560; $380 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CFP
- **Specialties:** Tax planning, Small business owners, Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 6742600 (https://adviserinfo.sec.gov/individual/summary/6742600)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 65 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://perkplanning.com

## About

Zach Hidden is part of the team of CFP® planners at Perk Planning, a virtual, fee-only fiduciary firm based in Madison, Wisconsin. The firm works only by the hour with clients across the US. Zach likes giving clear, easy-to-follow advice, simplifying complicated situations and turning them into plans clients can act on.

Perk Planning works with people just starting their careers through high-net-worth families who want to move away from assets-under-management pricing. The team offers advice on specific questions, comprehensive planning and student loan planning, and no question is too small.

The process starts with plenty of questions so the planners understand each client's goals and priorities. They aim to respect clients' time, intelligence, privacy and choices, keep information strictly confidential, and serve as a financial advisor and advocate over the long term.

## Frequently asked questions

### Is Zach Hidden a fee-only financial advisor?

Yes. Zach Hidden is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Zach's firm.

### How does Zach charge for financial advice?

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

### Does Zach work with clients virtually?

Yes. Zach's Advice-Only Network profile says they meet with clients virtually.

### Where is Zach Hidden based?

Zach Hidden is based in Milwaukee, Wisconsin.

### What does Zach specialize in?

Zach's specialties include tax planning, small business owners and retirement planning. Zach works with pre-retirees.

### What credentials does Zach Hidden hold?

Zach Hidden holds the CFP credential.

### Is Zach Hidden registered with the SEC?

Yes. Zach Hidden is registered as an investment adviser representative in TX and WI (CRD 6742600), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Zach Hidden?

Through Zach's website, perkplanning.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/zachhidden): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

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