Zach Hidden
Hourly, fee-only advice for everyone from new professionals to high-net-worth families, including comprehensive and student loan planning.
Perk Planning · Milwaukee, Wisconsin
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.
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Specialties
Who they serve
- Pre-retirees
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.
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 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 6742600 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | perkplanning.com |
How Zach's firm compares
- A one-time plan starts at $4,560, above the Wisconsin median of $1,900 for fee-only firms that publish prices.
- The hourly rate is $380, above the US median of $300 for fee-only firms that publish prices.
Request an introduction to Zach
Tell Zach a little about what you're looking for. Zach isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Zach
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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