Firm
Perk Planning
Madison, Wisconsin
Fee-only
Perk Planning at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees.
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | perkplanning.com |
| [email protected] | |
| Phone | (608) 628-8730 |
Perk Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,900 |
|---|---|
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"Focused Planning Session $1,900" source
"We have no minimum net worth requirement" source
"Our approach is simple - financial planning and investment advice for an hourly rate." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 166369 |